PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:55 AM ET

Sponsor Check › Sponsor group

L

Liontree

One sponsor team, 13 deal companies · New York, NY

Grouped because: 17 shared people, 4 shared management entities, same business address (13 issuers), similar issuer names (11) · 2 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

13deal companies
$1.6Breported sold
194investors
24Form D filings
2017–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

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

The short version

Liontree is a sponsor group of 13 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity; automatic match from the filings), filing 24 Form D filings between Mar 2017 and Jul 2026.

What this means One team, 13 deal companies, about 9 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.6B to 194 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (11), Other Health Care (2). Issuers are based in NY (13).

What this means $1.6B raised across the group, about $8.27M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Aryeh B. Bourkoff (11 issuers, executive officer), Georg Krause-Vilmar (11 issuers, executive officer), Ehren Stenzler (6 issuers, executive officer), Matthew Derdeyn (6 issuers, executive officer), Wendy K. Modlin (6 issuers, executive officer) and 32 more.

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

Activity: 1 new offering in the last 12 months; latest filing Jul 24, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: LIONTREE PARTNERS LLC; LIONTREE INVESTMENT MANAGEMENT, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 18 court cases matching the name listed in Key records below.

What this means 18 records came back, including 18 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 24 public filings for Liontree and found 13 differences, 2 worth asking the sponsor about: 16 other issuers file from the same address; 5 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 Liontree has not run yet — it is joining a line of 28,898 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

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

Key records

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

1. Lawsuits

18 cases: 18 open

Chughtai v. ByHeart Inc open
District Court, W.D. Washington · No. 2:26-cv-02798 · Filed Aug 6, 2026
Role of ByHeart Inc: 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 WA (not the issuer's state)
CLARKE v. BYHEART, INC. open
District Court, S.D. New York · No. 1:26-cv-05795 · Filed Jul 8, 2026
Role of BYHEART, INC.: 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 the issuer's state (NY)
Valenzuela v. ByHeart, Inc. open
District Court, S.D. New York · No. 1:26-cv-03126 · Filed Apr 16, 2026
Role of ByHeart, Inc.: 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 the issuer's state (NY)
Sepulveda v. ByHeart, Inc. open
District Court, S.D. New York · No. 1:26-cv-03122 · Filed Apr 16, 2026
Role of ByHeart, Inc.: 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 the issuer's state (NY)
Flowers v. ByHeart, Inc. open
District Court, S.D. New York · No. 1:26-cv-03091 · Filed Apr 15, 2026 · Nature of suit: 365 Personal Inj. Prod. Liability · Cause: 28:1332pip
Role of ByHeart, Inc.: 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 the issuer's state (NY)
Llapashtica v. ByHeart, Inc. open
District Court, S.D. New York · No. 1:26-cv-02896 · Filed Apr 8, 2026
Role of ByHeart, Inc.: 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 the issuer's state (NY)
Hilmar Cheese Company, Inc. v. ByHeart, Inc. open
District Court, E.D. California · No. 1:26-cv-02470 · Filed Mar 30, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of ByHeart, Inc.: 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 CA (not the issuer's state)
Hilmar Cheese Company, Inc. v. ByHeart, Inc. open
District Court, E.D. California · No. 1:26-at-01656 · Filed Mar 30, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of ByHeart, Inc.: 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 CA (not the issuer's state)
ByHeart, Inc. v. Dairy Farmers of America, Inc. DO NOT DOCKET IN THIS CASE. Case is consolidated under 3:25-cv-391. open
District Court, S.D. Texas · No. 3:26-cv-00069 · Filed Mar 6, 2026 · Nature of suit: 890 Other Statutory Actions · Cause: Civil Miscellaneous Case
Role of ByHeart, Inc.: 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 TX (not the issuer's state)
ByHeart, Inc. v. Dairy Farmers of America, Inc. open
District Court, D. Nevada · No. 2:26-cv-00250 · Filed Jan 21, 2026 · Nature of suit: 890 Other Statutory Actions · Cause: Civil Miscellaneous Case
Role of ByHeart, Inc.: 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 NV (not the issuer's state)
ByHeart, Inc. v. Dairy Farmers of America, Inc. open
District Court, D. Nevada · No. 2:26-ms-00002 · Filed Jan 21, 2026
Role of ByHeart, Inc.: 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 NV (not the issuer's state)
Pelaez v. Byheart Inc. open
District Court, S.D. New York · No. 1:26-cv-00567 · Filed Jan 21, 2026 · Nature of suit: 365 Personal Inj. Prod. Liability · Cause: 28:1332ct Diversity-(Citizenship)
Role of Byheart Inc.: 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 the issuer's state (NY)
Llapashtica v. ByHeart, Inc. open
District Court, N.D. Illinois · No. 1:26-cv-00328 · Filed Jan 12, 2026
Role of ByHeart, Inc.: 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 IL (not the issuer's state)
Noonan v. ByHeart, Inc. open
District Court, S.D. New York · No. 1:25-cv-10243 · Filed Dec 10, 2025 · Nature of suit: 370 Other Fraud · Cause: 28:1332 Diversity Action
Role of ByHeart, Inc.: 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 the issuer's state (NY)
Rachwal v. ByHeart, Inc. open
District Court, S.D. New York · No. 1:25-cv-10011 · Filed Dec 2, 2025 · Nature of suit: 370 Other Fraud · Cause: 28:1332 Diversity Action
Role of ByHeart, Inc.: 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 the issuer's state (NY)
Barbera v. ByHeart, Inc. open
District Court, E.D. California · No. 2:25-at-01587 · Filed Nov 18, 2025
Role of ByHeart, Inc.: 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 CA (not the issuer's state)
Schneider v. ByHeart, Inc. open
District Court, S.D. New York · No. 1:25-cv-09543 · Filed Nov 14, 2025 · Nature of suit: 365 Personal Inj. Prod. Liability · Cause: 28:1332bw Diversity -Breach of Warranty
Role of ByHeart, Inc.: 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 the issuer's state (NY)
Pilato v. ByHeart, Inc. open
District Court, S.D. New York · No. 1:25-cv-09550 · Filed Nov 14, 2025 · Nature of suit: 370 Other Fraud · Cause: 28:1332 Diversity Action
Role of ByHeart, Inc.: 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 the issuer's state (NY)
What was searched

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

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

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

2. Regulatory actions

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

What was searched

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

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

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

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

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.

13 differences found between the filings for Liontree — 2 worth asking about (compared 24 filings on Oct 24, 2026)

Worth asking · Mar 10, 2017 – Sep 8, 2021

16 other issuers file from the same address — 7 member issuers (LionTree CL Opportunity LLC; LionTree Venture Access Fund A LLC; LionTree Venture Access Fund LLC; …)

The address on file, 660 Madison Avenue, New York, NY, is used by 23 issuers in our index across 7 sponsor groups; 16 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

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

LionTree CL Opportunity LLC — PartnerFacts page ↗LionTree Venture Access Fund A LLC — PartnerFacts page ↗LionTree Venture Access Fund LLC — PartnerFacts page ↗EDGAR filer page · LionTree CL Opportunity LLC ↗
Sources
Note · Aug 6, 2021 – Sep 8, 2021

Form D filed 33 days after the first sale — LionTree PB LLC

The filing says the first sale was Aug 6, 2021. The Form D was filed Sep 8, 2021 — 33 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 18 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.

Form D · Sep 8, 2021 ↗LionTree PB LLC — PartnerFacts page ↗
Sources
Note · Jul 9, 2021 – Jul 27, 2021

Form D filed 18 days after the first sale — ByHeart, Inc.

The filing says the first sale was Jul 9, 2021. The Form D was filed Jul 27, 2021 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 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.

Form D · Jul 27, 2021 ↗ByHeart, Inc. — PartnerFacts page ↗
Sources
Note · Jun 11, 2019 – Jun 27, 2019

Form D filed 16 days after the first sale — ByHeart, Inc.

The filing says the first sale was Jun 11, 2019. The Form D was filed Jun 27, 2019 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 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.

Form D · Jun 27, 2019 ↗ByHeart, Inc. — PartnerFacts page ↗
Sources
Note · Mar 1, 2017 – Feb 27, 2023

9 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 — LionTree Investment Fund, L.P. (latest filing Feb 27, 2023) · No amendment in the last 12 months on an offering that may still be open — ByHeart, Inc. (latest filing Jan 13, 2023) · No amendment in the last 12 months on an offering that may still be open — LionTree PB LLC (latest filing Sep 8, 2021) · No amendment in the last 12 months on an offering that may still be open — ByHeart, Inc. (latest filing Jul 29, 2021) · No amendment in the last 12 months on an offering that may still be open — LionTree Articulate LLC (latest filing Jul 1, 2021) · and 4 more

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

Form D/A · Feb 27, 2023 ↗LionTree Investment Fund, L.P. — PartnerFacts page ↗Form D · Jan 13, 2023 ↗ByHeart, Inc. — PartnerFacts page ↗
Sources
Worth asking · Apr 8, 2024 – May 7, 2026

5 people are no longer listed on a later amendment

Michael Tully is no longer listed on the May 7, 2026 amendment — ByHeart, Inc. · Robert Peruzzi is no longer listed on the May 7, 2026 amendment — ByHeart, Inc. · Michael Tully is no longer listed on the Mar 31, 2026 amendment — ByHeart, Inc. · Robert Peruzzi is no longer listed on the Mar 31, 2026 amendment — ByHeart, Inc. · Elias Aoukar is no longer listed on the May 13, 2025 amendment — ByHeart, Inc.

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

Form D/A · May 13, 2025 ↗Form D/A · May 7, 2026 ↗Michael Tully — PartnerFacts page ↗ByHeart, Inc. — PartnerFacts page ↗
Sources
Note · Apr 8, 2024 – Mar 27, 2025

Ron Belldegrun's role changed at ByHeart, Inc.: executive officer, director, promoter → executive officer, director

The Apr 8, 2024 filing lists Ron Belldegrun as executive officer, director, promoter; the Mar 27, 2025 Form D lists executive officer, director.

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

Form D · Apr 8, 2024 ↗Form D · Mar 27, 2025 ↗Ron Belldegrun — PartnerFacts page ↗ByHeart, Inc. — PartnerFacts page ↗
Sources
Note · Apr 8, 2024 – Mar 27, 2025

Mia B. Funt's role changed at ByHeart, Inc.: executive officer, director, promoter → executive officer, director

The Apr 8, 2024 filing lists Mia B. Funt as executive officer, director, promoter; the Mar 27, 2025 Form D lists executive officer, director.

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

Form D · Apr 8, 2024 ↗Form D · Mar 27, 2025 ↗Mia B. Funt — PartnerFacts page ↗ByHeart, Inc. — PartnerFacts page ↗
Sources
Note · Apr 8, 2024 – May 13, 2025

Offering amount lowered between filings — ByHeart, Inc.

The Apr 8, 2024 filing says $150,007,736 offered; the May 13, 2025 Form D/A says $95,499,340.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Apr 8, 2024 ↗Form D/A (later) · May 13, 2025 ↗ByHeart, Inc. — PartnerFacts page ↗
Sources
Note · Mar 10, 2017 – Mar 27, 2025

5 people are written more than one way across the filings

Arie Belldegrun is written 2 different ways on the filings · Anton Linderum is written 2 different ways on the filings · LionTree Investment Fund GP, L.P. is written 2 different ways on the filings · Aryeh B. Bourkoff is written 2 different ways on the filings · Joshua Kazam is written 2 different ways on the filings

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

Form D · Apr 1, 2020 ↗Form D · Mar 27, 2025 ↗Arie Belldegrun — PartnerFacts page ↗Form D · Apr 8, 2024 ↗
Sources
Note · Mar 10, 2017 – Jul 24, 2026

Member companies were formed in 2 different states

Delaware (12), Cayman Islands (1) — out of 13 member issuers. The odd ones out: LionTree Investment Fund, L.P. (Cayman Islands).

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

Liontree — sponsor group page ↗LionTree Investment Fund, L.P. — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

0 of 18 offerings report sales commissions; 0 report finder's fees; 3 report proceeds to related persons totalling $4,960,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 24, 2026 D
MeridianMade, Inc.
File 021-592098
$0$0$0None listed on this filingEDGAR ↗
May 7, 2026 D/A
ByHeart, Inc.
File 021-509961
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2026 D/A
ByHeart, Inc.
File 021-542353
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2023 D/A
LionTree Investment Fund, L.P.
File 021-419548
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2023 D
ByHeart, Inc.
File 021-470671
$0$0$2,200,000 (est.)
Amount consist of salaries payable over next 12 months to executive officers and fees payable to an affiliate of directors for certain finance, accounting and administrative services.
None listed on this filingEDGAR ↗
May 12, 2022 D
LionTree Yuga Investment, L.P.
File 021-445512
$0$0$0LionTree Advisors LLC no CRD number reportedEDGAR ↗
Sep 8, 2021 D
LionTree PB LLC
File 021-412659
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 1, 2021 D
W Yahoo LLC
File 021-411897
$0$0$0None listed on this filingEDGAR ↗
Sep 1, 2021 D
LionTree Yahoo LLC
File 021-411898
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2021 D/A
ByHeart, Inc.
File 021-407954
$0$0$1,380,000
Amount consist of salaries payable over next [12 months] to executive officers and fees payable to an affiliate of directors for certain finance, accounting and administrative services.
None listed on this filingEDGAR ↗
Jul 1, 2021 D
W Articulate LLC
File 021-404951
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 1, 2021 D
LionTree Articulate LLC
File 021-404949
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
May 17, 2021 D
LionTree GL LLC
File 021-399632
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 9, 2021 D
LionTree Venture Access Fund A LLC
File 021-395304
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 9, 2021 D/A
LionTree Venture Access Fund LLC
File 021-395269
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 1, 2020 D
ByHeart, Inc.
File 021-364097
$0$0$1,380,000
Amount consist of salaries payable over next [12 months] to executive officers and fees payable to an affiliate of directors for certain finance, accounting and administrative services.
None listed on this filingEDGAR ↗
Jun 27, 2019 D
ByHeart, Inc.
File 021-342927
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2017 D
LionTree CL Opportunity LLC
File 021-282274
$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 13 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:53 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 7:53 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 2007–2026) — 973,684 records, loaded Oct 24, 2026, 7:53 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2007–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:53 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗LC LionTree CL Opportunity LLCshared people, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$4,000,000
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗B ByHeart, Inc.shared people, same business address, director listed on many unrelated issuers (not used to group)New York, NYOther Health Care10$96,885,369
offering $95,499,340 · similar: $829,831–$9,999,998
99
similar: 2–15
No minimum reported
similar: $10,000–$54,310
2019–2026
EDGAR ↗LV LionTree Venture Access Fund A LLCshared people, 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
2021–2021
EDGAR ↗LV LionTree Venture Access Fund LLCshared people, 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 Fund2$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗LG LionTree GL LLCshared people, 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$5,000,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗WA W Articulate LLCshared people, 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$33,333,333
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗LA LionTree Articulate LLCshared people, 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$41,666,667
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗WY W Yahoo LLCshared people, 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
2021–2021
EDGAR ↗LY LionTree Yahoo LLCshared people, 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
2021–2021
EDGAR ↗LP LionTree PB LLCshared people, 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$4,999,986
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗LI LionTree Investment Fund, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$1,400,000,000
offering Indefinite · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗LY LionTree Yuga Investment, L.P.shared people, 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
2022–2022
EDGAR ↗M MeridianMade, Inc.shared people, same business address, director listed on many unrelated issuers (not used to group)New York, NYOther Health Care1$20,343,840
offering $20,343,840 · similar: $829,831–$9,999,998
36
similar: 2–15
No minimum reported
similar: $10,000–$54,310
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jul 24, 2026MeridianMade, Inc.DOther Health Care$20,343,840$20,343,840
EDGAR ↗May 7, 2026ByHeart, Inc.D/AOther Health Care$95,499,340$95,493,537
EDGAR ↗Mar 31, 2026ByHeart, Inc.D/AOther Health Care$173,076,802$72,177,578
EDGAR ↗May 13, 2025ByHeart, Inc.D/AOther Health Care$95,499,340$95,493,537
EDGAR ↗Mar 27, 2025ByHeart, Inc.DOther Health Care$173,076,802$72,177,578
EDGAR ↗Apr 8, 2024ByHeart, Inc.DOther Health Care$150,007,736$80,046,633
EDGAR ↗Feb 27, 2023LionTree Investment Fund, L.P.D/APooled Investment FundIndefinite$1,400,000,000
EDGAR ↗Jan 13, 2023ByHeart, Inc.DOther Health Care$60,000,000$29,639,049
EDGAR ↗May 12, 2022LionTree Yuga Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 2, 2021LionTree Investment Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 8, 2021LionTree PB LLCDPooled Investment FundIndefinite$4,999,986
EDGAR ↗Sep 1, 2021LionTree Yahoo LLCDPooled Investment FundIndefinite$0
EDGAR ↗Sep 1, 2021W Yahoo LLCDPooled Investment FundIndefinite$0
EDGAR ↗Jul 29, 2021ByHeart, Inc.D/AOther Health Care$90,000,000$62,199,472
EDGAR ↗Jul 27, 2021ByHeart, Inc.DOther Health Care$90,000,000$60,589,470
EDGAR ↗Jul 1, 2021LionTree Articulate LLCDPooled Investment FundIndefinite$41,666,667
EDGAR ↗Jul 1, 2021W Articulate LLCDPooled Investment FundIndefinite$33,333,333
EDGAR ↗May 17, 2021LionTree GL LLCDPooled Investment FundIndefinite$5,000,000
EDGAR ↗Apr 9, 2021LionTree Venture Access Fund LLCD/APooled Investment FundIndefinite$0
EDGAR ↗Apr 9, 2021LionTree Venture Access Fund LLCDPooled Investment FundIndefinite$0
EDGAR ↗Apr 9, 2021LionTree Venture Access Fund A LLCDPooled Investment FundIndefinite$0
EDGAR ↗Apr 1, 2020ByHeart, Inc.DOther Health Care$102,069,569$96,885,369
EDGAR ↗Jun 27, 2019ByHeart, Inc.DOther Health Care$22,000,000$22,000,000
EDGAR ↗Mar 10, 2017LionTree CL Opportunity LLCDPooled Investment FundIndefinite$4,000,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 24, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2017), Other Health Care (2019–2020), Pooled Investment Fund (2021), Other Health Care (2021), Pooled Investment Fund (2021–2022). Latest offering: Other Health Care (2023–2026; most recent Jul 24, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
GV Georg Krause-VilmarExecutive Officer11Mar 10, 2017 → Jul 24, 2026
AB Aryeh B. BourkoffExecutive Officer11Mar 10, 2017 → Feb 27, 2023
WM Wendy K. ModlinExecutive Officer6Apr 9, 2021 → Sep 8, 2021
MD Matthew DerdeynExecutive Officer6Mar 10, 2017 → Jul 1, 2021
ES Ehren StenzlerExecutive Officer6Mar 10, 2017 → Jul 1, 2021
HH Howard HanExecutive Officer5Apr 9, 2021 → Jul 1, 2021
LV LT Venture Access Manager LLC entityExecutive Officer4Apr 9, 2021 → Sep 8, 2021
AB Arie BelldegrunDirector2Apr 1, 2020 → Jul 24, 2026
AS Amy SchulmanDirector2Apr 1, 2020 → Jul 24, 2026
JK Joshua KazamDirector2Jun 27, 2019 → Jul 24, 2026
RB Ron BelldegrunExecutive Officer, Director2Jun 27, 2019 → Jul 24, 2026
GO Guy OranimDirector2Jun 27, 2019 → Jul 24, 2026
MF Mia B. FuntExecutive Officer, Director2Jun 27, 2019 → Jul 24, 2026
HZ Hemi ZuckerDirector2Apr 1, 2020 → Jul 24, 2026
DK Devon KuehnExecutive Officer2Jan 13, 2023 → Jul 24, 2026
NM Niall MullaneExecutive Officer2Apr 8, 2024 → Jul 24, 2026
DT Denice TorresDirector2Mar 27, 2025 → Jul 24, 2026
RW Raphael WallanderDirector2Mar 31, 2026 → Jul 24, 2026
LI LionTree Investment Management, LLC entityExecutive Officer2Nov 2, 2021 → Feb 27, 2023
LY LT Yahoo GP LLC entityExecutive Officer2Sep 1, 2021 → Sep 1, 2021
LA LionTree Articulate Manager LLC entityExecutive Officer2Jul 1, 2021 → Jul 1, 2021
NB Neil BetteridgeExecutive Officer1Jul 24, 2026 → Jul 24, 2026
JB Joshua BradleyDirector1Apr 1, 2020 → May 7, 2026
TB Tommy BurkeDirector1Mar 31, 2026 → May 7, 2026
AL Anton LinderumDirector1Apr 8, 2024 → May 7, 2026
EA Elizabeth AbramsDirector1Mar 31, 2026 → May 7, 2026
RP Robert PeruzziExecutive Officer1Jan 13, 2023 → May 13, 2025
MT Michael TullyDirector1Jul 27, 2021 → May 13, 2025
EA Elias AoukarExecutive Officer1Apr 8, 2024 → Apr 8, 2024
LI LionTree Investment Fund GP, L.P. entityExecutive Officer1Nov 2, 2021 → Feb 27, 2023
LY LionTree Yuga Investment GP LLC entityExecutive Officer1May 12, 2022 → May 12, 2022
LP LionTree Partners LLC entityExecutive Officer1Sep 8, 2021 → Sep 8, 2021
ES Eren StenzlerExecutive Officer1Sep 8, 2021 → Sep 8, 2021
DF David FarberExecutive Officer1Sep 1, 2021 → Sep 1, 2021
JB James E. BauersmithExecutive Officer1Apr 1, 2020 → Jul 29, 2021
SV Saloni VarmaExecutive Officer1Jul 27, 2021 → Jul 29, 2021
AS Allan SebbagExecutive Officer1Apr 1, 2020 → Apr 1, 2020

Adviser registration (Form ADV)

LIONTREE PARTNERS LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Apr 29, 2022 · SEC file 801-124884 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $125,495,316 as reported on Form ADV filed May 20, 2026 (Item 5.F(2)(c)) · 9 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): liontree.com ↗

Item 11 disclosure questions as answered on Form ADV filed May 20, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

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

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

LIONTREE INVESTMENT MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Aug 25, 2021 · SEC file 801-122175 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $1,700,499,469 as reported on Form ADV filed May 20, 2026 (Item 5.F(2)(c)) · 4 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): liontree.com ↗

Item 11 disclosure questions as answered on Form ADV filed May 20, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

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

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

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Liontree 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 Liontree's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #131,767 of 374,652 in line (1,372 issuers searched so far). One-tap searches: Look further ↓

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