PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:17 AM ET

Sponsor Check › Sponsor group

L

Longtail

One sponsor team, 15 deal companies · New York, NY

Grouped because: 58 shared people, 2 shared management entities, same business address (4 issuers), similar issuer names (5) · 4 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

15deal companies
$3.29Breported sold
1,407investors
163Form D filings
2009–2026active
10new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 30, 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

Longtail is a sponsor group of 15 issuers that PartnerFacts links to one sponsor (shared people, same business address, shared management entity, similar issuer names, same person name on both filings; automatic match from the filings), filing 163 Form D filings between Mar 2009 and Sep 2026.

What this means One team, 15 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $3.29B to 1,407 investors (latest filing per issuer). Industries as reported: Insurance (6), "Other" (4), Pooled Investment Fund (4), Other Banking and Financial Services (1). Issuers are based in NY (10), Cayman Islands (as filed: E9) (3), Bermuda (as filed: D0) (2).

What this means $3.29B raised across the group, about $2.34M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Richard Taylor (6 issuers, executive officer and director), Robert Gutmann (6 issuers, executive officer and director), Theodore A. Mathas (5 issuers, executive officer and director), Amy Miller (4 issuers, executive officer and director), Anthony R. Malloy (4 issuers, executive officer and director) and 122 more.

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

Activity: 10 new offerings in the last 12 months; latest filing Sep 30, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: STONE RIDGE ASSET MANAGEMENT LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 225 court cases matching the name, 71 bankruptcy cases matching the name, 7 property records listed in Key records below.

What this means 303 records came back, including 61 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 163 public filings for Longtail and found 25 differences, 10 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

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

What the community is saying

Community search for Longtail has not run yet — it is joining a line of 12,094 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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

225 cases: 61 open, 94 closed (disposition not in docket feed), 47 dismissed, 23 judgment

Stone Ridge Legacy Investments v. Nationwide Mutual Insurance Company open
District Court, S.D. Texas · No. 7:26-cv-00386 · Filed Aug 21, 2026
Role of Stone Ridge Legacy Investments v. Nationwide Mutual Insurance Company: 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 TX (not the issuer's state)
Terrell v. New York Life Insurance Co open
District Court, W.D. Louisiana · No. 1:26-cv-03051 · Filed Aug 14, 2026
Role of New York Life Insurance Co: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
PACE v. NEW YORK LIFE INSURANCE COMPANY open
District Court, M.D. Georgia · No. 5:26-cv-00315 · Filed Jul 28, 2026
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
New York Life Insurance Company v. Li open
District Court, N.D. Georgia · No. 1:26-cv-03902 · Filed Jul 13, 2026
Role of New York Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
New York Life Insurance Company v. Sadio open
District Court, S.D. Florida · No. 0:26-cv-61927 · Filed Jul 13, 2026
Role of New York Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Alvarez v. New York Life Insurance Company open
District Court, D. Massachusetts · No. 1:26-cv-13036 · Filed Jul 1, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in MA (not the issuer's state)
Jones v. New York Life Insurance and Annuity Corporation open
District Court, W.D. North Carolina · No. 3:26-cv-00481 · Filed Jun 17, 2026
Role of New York Life Insurance: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NC (not the issuer's state); sister entity "new york life insurance and annuity" is a party
New York Life Insurance Company v. Castro open
District Court, E.D. California · No. 1:26-at-02401 · Filed Jun 8, 2026
Role of New York Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Hanes v. New York Life Insurance Company open
District Court, W.D. Oklahoma · No. 5:26-cv-01266 · Filed Jun 1, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in OK (not the issuer's state)
Housley v. New York Life Insurance Company open
District Court, S.D. Florida · No. 1:26-cv-23707 · Filed May 26, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Thomas Pollak v. New York Life Insurance Company open
District Court, C.D. California · No. 2:26-cv-04923 · Filed May 7, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
RUYACK v. NEW YORK LIFE INSURANCE COMPANY open
District Court, E.D. Pennsylvania · No. 5:26-cv-02770 · Filed Apr 27, 2026
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Liou v. New York Life Insurance Company open
District Court, N.D. Illinois · No. 1:26-cv-04768 · Filed Apr 24, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
Malone v. New York Life Insurance Company open
District Court, N.D. Georgia · No. 1:26-cv-02171 · Filed Apr 21, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
New York Life Insurance Company v. Hickey open
District Court, S.D. Texas · No. 4:26-cv-02867 · Filed Apr 10, 2026
Role of New York Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Cockburn v. New York Life Insurance Company open
District Court, E.D. Tennessee · No. 4:26-cv-00019 · Filed Mar 31, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TN (not the issuer's state)
Jones v. New York Life Insurance Company open
District Court, D. Massachusetts · No. 1:26-cv-11483 · Filed Mar 27, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in MA (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Levine open
District Court, E.D. New York · No. 1:26-cv-01687 · Filed Mar 20, 2026
Role of New York Life Insurance: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY); sister entity "new york life insurance and annuity" is a party
Garcia v. New York Life Insurance Company open
District Court, S.D. California · No. 3:26-cv-01762 · Filed Mar 19, 2026 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1453 Class Action Fairness Act
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Garcia v. New York Life Insurance Company open
District Court, S.D. Texas · No. 4:26-cv-01881 · Filed Mar 9, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Heather Oaklander v. New York Life Insurance Company open
District Court, C.D. California · No. 2:26-cv-02309 · Filed Mar 4, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Lacy v. New York Life Insurance Company open
District Court, E.D. Arkansas · No. 4:25-cv-01291 · Filed Dec 15, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in AR (not the issuer's state)
Ripley v. New York Life Insurance Company open
District Court, M.D. Florida · No. 6:25-cv-02402 · Filed Dec 15, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Hopkins v. CITYR GROUP AT STONE RIDGE, LLC open
District Court, W.D. Tennessee · No. 2:25-cv-03124 · Filed Dec 12, 2025 · Nature of suit: 360 P.I.: Other · Cause: 28:1332 Diversity-(Citizenship)
Role of Hopkins v. CITYR GROUP AT STONE RIDGE, 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 TN (not the issuer's state)
Newman v. New York Life Insurance Company open
District Court, S.D. New York · No. 1:25-cv-10195 · Filed Dec 9, 2025 · Nature of suit: Telephone Consumer Protection Act (TCPA) · Cause: 47:227 Restrictions of Use of Telephone Equipment
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
New York Life Insurance Company v. De La Rosa open
District Court, S.D. Texas · No. 2:25-cv-00316 · Filed Dec 1, 2025
Role of New York Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Henry v. New York Life Insurance Company open
District Court, S.D. California · No. 3:25-cv-03218 · Filed Nov 19, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
New York Life Insurance Company v. Hashemi open
District Court, D. Nevada · No. 2:25-cv-02092 · Filed Oct 27, 2025
Role of New York Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NV (not the issuer's state)
Boudreau v. New York Life Insurance Company open
District Court, E.D. Texas · No. 4:25-cv-01160 · Filed Oct 21, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Martino v. New York Life Insurance Company open
District Court, E.D. North Carolina · No. 2:25-cv-00053 · Filed Oct 17, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NC (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Hamar open
District Court, D. New Mexico · No. 1:25-cv-01027 · Filed Oct 16, 2025
Role of New York Life Insurance: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NM (not the issuer's state); sister entity "new york life insurance and annuity" is a party
Rangel v. New York Life Insurance Company open
District Court, D. Massachusetts · No. 1:25-cv-12944 · Filed Oct 8, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in MA (not the issuer's state)
MARINO v. NEW YORK LIFE INSURANCE COMPANY open
District Court, D. New Jersey · No. 2:25-cv-16091 · Filed Sep 29, 2025
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
Etienne v. New York Life Insurance Company open
District Court, M.D. Louisiana · No. 3:25-cv-00819 · Filed Sep 12, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
Ansell v. New York Life Insurance Company open
District Court, S.D. California · No. 3:25-cv-02250 · Filed Aug 29, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Tiwari v. New York Life Insurance Company open
District Court, S.D. Florida · No. 1:25-cv-23087 · Filed Jul 10, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
New York Digital Investment Group LLC v. Mintvest Capital, Ltd. open
District Court, D. Delaware · No. 1:25-cv-00714 · Filed Jun 9, 2025 · Nature of suit: 190 Contract: Other · Cause: 28:1441 Notice of Removal-Declaratory Judgment
Role of New York Digital Investment Group LLC: 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 DE (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Kim open
District Court, E.D. Virginia · No. 1:25-cv-00970 · Filed Jun 6, 2025
Role of New York Life Insurance and Annuity Corporation: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state); sister entity "new york life insurance" is a party
Townsend v. New York Life Insurance Company open
District Court, D. New Hampshire · No. 1:25-cv-00199 · Filed May 27, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NH (not the issuer's state)
NEW YORK LIFE INSURANCE COMPANY v. CASTELLANO open
District Court, D. New Jersey · No. 2:25-cv-05279 · Filed May 23, 2025
Role of NEW YORK LIFE INSURANCE COMPANY: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
Ashford at Stone Ridge Apartments LP v. Usher closed
District Court, N.D. Georgia · No. 1:25-cv-02830 · Filed May 21, 2025 · Closed Jun 3, 2025
Role of Ashford at Stone Ridge Apartments LP v. Usher: Party · Outcome: Terminated 2025-06-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Powell v. New York Life Insurance Company closed
District Court, N.D. Texas · No. 3:25-cv-00416 · Filed Feb 19, 2025 · Closed Jun 26, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2025-06-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
New York Life Insurance Company closed
District Court, S.D. Texas · No. 4:25-cv-00517 · Filed Feb 7, 2025 · Closed Mar 17, 2025
Role of New York Life Insurance Company: Party · Outcome: Terminated 2025-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
FOREMAN v. STONE RIDGE MEAT & COUNTRY MARKET, INC. closed
District Court, W.D. Pennsylvania · No. 1:25-cv-00029 · Filed Feb 4, 2025 · Closed Feb 27, 2025
Role of FOREMAN v. STONE RIDGE MEAT & COUNTRY MARKET, INC.: Party · Outcome: Terminated 2025-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
Gallegos v. New York Life Insurance Company open
District Court, D. Colorado · No. 1:25-cv-00321 · Filed Jan 30, 2025 · Nature of suit: 791 Employee Retirement Income Security Act (ERISA) · Cause: 29:1132 E.R.I.S.A.-Employee Benefits
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CO (not the issuer's state)
Schuenemeyer v. New York Life Insurance Company open
District Court, S.D. Florida · No. 2:25-cv-14030 · Filed Jan 30, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Moss v. New York Life Insurance Company open
District Court, E.D. Michigan · No. 2:25-cv-10064 · Filed Jan 9, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in MI (not the issuer's state)
Mitchener v. New York Life Insurance Company closed
District Court, N.D. California · No. 5:25-cv-00179 · Filed Jan 6, 2025 · Closed Jan 31, 2025 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1332 Diversity-Contract Dispute
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2025-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
LINDNER v. NEW YORK LIFE INSURANCE COMPANY closed
District Court, D. New Jersey · No. 1:24-cv-10621 · Filed Nov 20, 2024 · Closed Mar 25, 2025
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2025-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
HERNANDEZ v. NEW YORK LIFE INSURANCE COMPANY closed
District Court, D. New Jersey · No. 2:24-cv-10616 · Filed Nov 20, 2024 · Closed May 2, 2025
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2025-05-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
Havlik v. New York Life Insurance and Annuity Corporation closed
District Court, D. South Dakota · No. 4:24-cv-04215 · Filed Nov 18, 2024 · Closed Mar 14, 2025
Role of New York Life Insurance and Annuity Corporation: Defendant · Outcome: Terminated 2025-03-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in SD (not the issuer's state); sister entity "new york life insurance" is a party
Rodgers v. New York Life Insurance open
District Court, W.D. Virginia · No. 5:24-cv-00092 · Filed Nov 5, 2024
Role of New York Life Insurance: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
Waterfield v. New York Life Insurance Company closed
District Court, S.D. Ohio · No. 1:24-cv-00637 · Filed Nov 5, 2024 · Closed Apr 10, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2025-04-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state)
Brumm v. New York Life Insurance Company closed
District Court, W.D. Arkansas · No. 5:24-cv-05222 · Filed Oct 30, 2024 · Closed Mar 13, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2025-03-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AR (not the issuer's state)
NEW YORK LIFE INSURANCE COMPANY v. JONES open
District Court, E.D. Pennsylvania · No. 2:24-cv-05430 · Filed Oct 10, 2024 · Nature of suit: Contract: Other · Cause: 28:1335 Interpleader Action
Role of NEW YORK LIFE INSURANCE COMPANY: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Barbee v. New York Life Insurance Company closed
District Court, E.D. Michigan · No. 2:24-cv-12514 · Filed Sep 25, 2024 · Closed Nov 8, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-11-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MI (not the issuer's state)
Prosser v. New York Life Insurance Company open
District Court, S.D. New York · No. 1:24-cv-06930 · Filed Sep 13, 2024 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity Action
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
Owens v. New York Life Insurance Company open
District Court, S.D. New York · No. 1:24-cv-06853 · Filed Sep 11, 2024 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity Action
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
Granger v. New York Life Insurance Company closed
District Court, E.D. Texas · No. 1:24-cv-00359 · Filed Aug 30, 2024 · Closed Jan 7, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2025-01-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Spier closed
District Court, M.D. Louisiana · No. 3:24-cv-00677 · Filed Aug 19, 2024 · Closed Oct 29, 2024
Role of New York Life Insurance: Plaintiff · Outcome: Terminated 2024-10-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state); sister entity "new york life insurance and annuity" is a party
New York Life Insurance and Annuity Corporation v. Marble open
District Court, W.D. North Carolina · No. 3:24-cv-00707 · Filed Jul 31, 2024
Role of New York Life Insurance: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NC (not the issuer's state); sister entity "new york life insurance and annuity" is a party
David Koppel v. New York Life Insurance Company closed
District Court, C.D. California · No. 2:24-cv-05878 · Filed Jul 12, 2024 · Closed Sep 27, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-09-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Borawski v. New York Life Insurance CO closed
District Court, E.D. Michigan · No. 2:24-cv-11443 · Filed May 31, 2024 · Closed Mar 10, 2025
Role of New York Life Insurance CO: Defendant · Outcome: Terminated 2025-03-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MI (not the issuer's state)
Mcarthur v. New York Life Insurance Company closed
District Court, S.D. Florida · No. 1:24-cv-21743 · Filed May 3, 2024 · Closed Dec 3, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-12-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
West v. New York Life Insurance Company closed
District Court, S.D. Texas · No. 4:24-cv-01430 · Filed Apr 19, 2024 · Closed Jun 6, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Taylor Gold v. New York Life Insurance Company closed
District Court, C.D. California · No. 5:24-cv-00806 · Filed Apr 17, 2024 · Closed May 9, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-05-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
BENJAMIN v. NEW YORK LIFE INSURANCE COMPANY closed
District Court, D. New Jersey · No. 2:24-cv-04595 · Filed Apr 5, 2024 · Closed Sep 20, 2024
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2024-09-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
Moshier v. New York Life Insurance Company closed
District Court, N.D. California · No. 3:24-cv-02053 · Filed Apr 4, 2024 · Closed Nov 14, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-11-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
New York Life Insurance Company v. Sallet closed
District Court, E.D. Virginia · No. 3:24-cv-00144 · Filed Feb 28, 2024 · Closed Aug 9, 2024
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2024-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
Wilson v. New York Life Insurance Company closed
District Court, W.D. Kentucky · No. 3:24-cv-00079 · Filed Feb 5, 2024 · Closed Mar 20, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-03-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in KY (not the issuer's state)
Cacy v. New York Life Insurance Company closed
District Court, D. Arizona · No. 2:24-cv-00247 · Filed Feb 5, 2024 · Closed May 20, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-05-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AZ (not the issuer's state)
Boyd v. New York Life Insurance Company closed
District Court, S.D. Texas · No. 4:24-cv-00395 · Filed Feb 2, 2024 · Closed Jun 11, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2025-06-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Fazio v. New York Life Insurance & Annuity Corporation closed
District Court, E.D. Missouri · No. 4:24-cv-00079 · Filed Jan 16, 2024 · Closed Feb 26, 2024
Role of New York Life Insurance & Annuity Corporation: Defendant · Outcome: Terminated 2024-02-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MO (not the issuer's state)
Hart v. New York Life Insurance Company closed
District Court, M.D. Florida · No. 6:24-cv-00043 · Filed Jan 6, 2024 · Closed Mar 4, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-03-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Zawada-Bartlett closed
District Court, E.D. New York · No. 1:23-cv-08870 · Filed Dec 1, 2023 · Closed May 30, 2024
Role of New York Life Insurance: Plaintiff · Outcome: Terminated 2024-05-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY); sister entity "new york life insurance and annuity" is a party
Robinson v. New York Life Insurance Company closed
District Court, M.D. Louisiana · No. 3:23-cv-01607 · Filed Nov 16, 2023 · Closed Jun 24, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-06-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
Welsh v. New York Life Insurance Company closed
District Court, D. Arizona · No. 2:23-cv-02250 · Filed Oct 30, 2023 · Closed Nov 19, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-11-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AZ (not the issuer's state)
Jones v. New York Life Insurance Company closed
District Court, E.D. Virginia · No. 3:23-cv-00720 · Filed Oct 30, 2023 · Closed Jul 8, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-07-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
Schuller v. New York Life Insurance Company closed
District Court, E.D. North Carolina · No. 5:23-cv-00531 · Filed Sep 22, 2023 · Closed Jul 8, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-07-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NC (not the issuer's state)
Homyk v. New York Life Insurance Company closed
District Court, E.D. Virginia · No. 1:23-cv-01196 · Filed Sep 7, 2023 · Closed Apr 18, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-04-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
Harrington v. New York Life Insurance Company closed
District Court, N.D. California · No. 3:23-cv-04544 · Filed Sep 5, 2023 · Closed Dec 11, 2023
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2023-12-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Pritchett v. New York Life Insurance Company closed
District Court, M.D. Alabama · No. 2:23-cv-00448 · Filed Jul 28, 2023 · Closed Mar 5, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-03-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AL (not the issuer's state)
MANCINI v. NEW YORK LIFE INSURANCE COMPANY closed
District Court, S.D. Florida · No. 0:23-cv-61299 · Filed Jul 9, 2023 · Closed Aug 6, 2024 · Nature of suit: 150 Contract: Recovery/Enforcement · Cause: 28:1001 E.R.I.S.A.
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2024-08-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Johnson v. New York Life Insurance Company closed
District Court, N.D. Illinois · No. 1:23-cv-04009 · Filed Jun 23, 2023 · Closed Aug 26, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-08-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
Ashford at Stone Ridge Apartments LP v. Turner closed
District Court, N.D. Georgia · No. 1:23-cv-02313 · Filed May 23, 2023 · Closed Jun 27, 2023
Role of Ashford at Stone Ridge Apartments LP v. Turner: Party · Outcome: Terminated 2023-06-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Fashionphile Group, LLC v. Madison Avenue Couture, Inc. open
District Court, C.D. California · No. 2:23-cv-01937 · Filed Mar 15, 2023 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Account Receivable
Role of Fashionphile Group, LLC v. Madison Avenue Couture, Inc.: 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)
Montieth v. New York Life Insurance Company closed
District Court, N.D. Alabama · No. 5:23-cv-00186 · Filed Feb 13, 2023 · Closed Apr 10, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-04-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AL (not the issuer's state)
Flanagan v. New York Life Insurance Company closed
District Court, D. Minnesota · No. 0:23-cv-00333 · Filed Feb 9, 2023 · Closed Sep 21, 2023
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2023-09-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MN (not the issuer's state)
New York Life Insurance Company v. Benson closed
District Court, N.D. California · No. 5:23-cv-00056 · Filed Jan 5, 2023 · Closed Dec 4, 2023
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2023-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Fortitude Life Insurance & Annuity Company v. Cornwell closed
District Court, W.D. New York · No. 6:22-cv-06569 · Filed Dec 21, 2022 · Closed Mar 22, 2023
Role of Fortitude Life Insurance & Annuity Company v. Cornwell: Party · Outcome: Terminated 2023-03-22 (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)
Fortitude Life Insurance & Annuity Company v. Cornwell closed
District Court, W.D. New York · No. 1:22-cv-00997 · Filed Dec 21, 2022 · Closed Dec 21, 2022
Role of Fortitude Life Insurance & Annuity Company v. Cornwell: Party · Outcome: Terminated 2022-12-21 (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)
New York Life Insurance Company v. Trice-Adams closed
District Court, D. Minnesota · No. 0:22-cv-03022 · Filed Dec 5, 2022 · Closed May 23, 2024
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2024-05-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MN (not the issuer's state)
Diaz v. New York Life Insurance Company closed
District Court, S.D. Texas · No. 4:22-cv-04025 · Filed Nov 21, 2022 · Closed Apr 29, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2024-04-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
White v. New York Life Insurance Company closed
District Court, N.D. Georgia · No. 4:22-cv-00251 · Filed Nov 14, 2022 · Closed Feb 28, 2023
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2023-02-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Williams v. New York Life Insurance Co closed
District Court, W.D. Louisiana · No. 6:22-cv-05789 · Filed Oct 23, 2022 · Closed Jan 17, 2025
Role of New York Life Insurance Co: Defendant · Outcome: Terminated 2025-01-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
New York Life Insurance Co v. Briggs closed
District Court, W.D. Louisiana · No. 6:22-cv-05522 · Filed Oct 4, 2022 · Closed Nov 16, 2023
Role of New York Life Insurance Co: Plaintiff · Outcome: Terminated 2023-11-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Rouse closed
District Court, C.D. California · No. 8:22-cv-01495 · Filed Aug 10, 2022 · Closed Aug 9, 2023
Role of New York Life Insurance and Annuity Corporation: Plaintiff · Outcome: Terminated 2023-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state); sister entity "new york life insurance" is a party
New York Life Insurance Company v. Nguyen open
District Court, E.D. Virginia · No. 1:22-cv-00849 · Filed Jul 27, 2022
Role of New York Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
New York Life Insurance Company v. Santiago closed
District Court, M.D. Florida · No. 3:22-cv-00777 · Filed Jul 14, 2022 · Closed Nov 15, 2022
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2022-11-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Morton v. New York Life Insurance Company closed
District Court, D. Connecticut · No. 3:22-cv-00829 · Filed Jun 30, 2022 · Closed Nov 7, 2022
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2022-11-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CT (not the issuer's state)
New York Life Insurance Company v. McCown closed
District Court, W.D. Texas · No. 7:22-cv-00130 · Filed Jun 6, 2022 · Closed Aug 26, 2022
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2022-08-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Shepherd v. New York Life Insurance & Annuity Corporation closed
District Court, N.D. Alabama · No. 2:22-cv-00701 · Filed Jun 2, 2022 · Closed May 24, 2023
Role of New York Life Insurance & Annuity Corporation: Defendant · Outcome: Terminated 2023-05-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AL (not the issuer's state)
Wessels v. New York Life Insurance Company closed
District Court, S.D. Ohio · No. 2:22-cv-02139 · Filed May 10, 2022 · Closed Feb 3, 2023
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2023-02-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state)
New York Life Insurance Company v. Orton closed
District Court, N.D. Iowa · No. 1:22-cv-00036 · Filed Apr 18, 2022 · Closed Jan 20, 2023
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2023-01-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in IA (not the issuer's state)
Carrick v. New York Life Insurance Company closed
District Court, W.D. Tennessee · No. 2:22-cv-02232 · Filed Apr 13, 2022 · Closed Nov 7, 2022
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2022-11-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TN (not the issuer's state)
Ritchie v. New York Life Insurance Company closed
District Court, E.D. Kentucky · No. 0:22-cv-00030 · Filed Apr 12, 2022 · Closed May 5, 2022
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2022-05-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in KY (not the issuer's state)
MADISON AVENUE PHARMACY, INC. v. United States closed
District Court, S.D. Ohio · No. 3:22-cv-00082 · Filed Mar 24, 2022 · Closed Oct 12, 2022
Role of MADISON AVENUE PHARMACY, INC. v. United States: Party · Outcome: Terminated 2022-10-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Tiffany v. New York Life Insurance Company closed
District Court, S.D. Texas · No. 2:22-cv-00053 · Filed Mar 17, 2022 · Closed Jul 29, 2022
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2022-07-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
New York Life Insurance Company v. Gardner closed
District Court, N.D. Illinois · No. 1:22-cv-01367 · Filed Mar 15, 2022 · Closed Jun 1, 2022
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2022-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
COULTER v. NEW YORK LIFE INSURANCE COMPANY closed
District Court, N.D. Florida · No. 3:22-cv-02361 · Filed Mar 1, 2022 · Closed Jun 15, 2022 · Nature of suit: 190 Contract: Other · Cause: 29:1001 E.R.I.S.A.: Employee Retirement
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2022-06-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
New York Life Insurance Company v. Engell closed
District Court, E.D. Michigan · No. 4:22-cv-10083 · Filed Jan 13, 2022 · Closed Mar 24, 2022
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2022-03-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MI (not the issuer's state)
New York Life Insurance Company v. Strickland closed
District Court, C.D. California · No. 2:21-cv-09599 · Filed Dec 10, 2021 · Closed Apr 11, 2022
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2022-04-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
New York Life Insurance and Annuity Corporation closed
District Court, N.D. California · No. 4:21-cv-09578 · Filed Dec 10, 2021 · Closed Apr 26, 2022
Role of New York Life Insurance: Party · Outcome: Terminated 2022-04-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state); sister entity "new york life insurance and annuity" is a party
New York Life Insurance Company v. Whitted closed
District Court, N.D. Georgia · No. 2:21-cv-00263 · Filed Dec 6, 2021 · Closed May 22, 2023
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2023-05-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
New York Life Insurance Co. v. Goss-McBrayer closed
District Court, N.D. Georgia · No. 4:21-cv-00209 · Filed Nov 11, 2021 · Closed Jan 4, 2022
Role of New York Life Insurance Co.: Plaintiff · Outcome: Terminated 2022-01-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
New York Life Insurance Co. v. Goss-McBrayer closed
District Court, N.D. Georgia · No. 4:21-mi-00004 · Filed Oct 19, 2021 · Closed Nov 11, 2021
Role of New York Life Insurance Co.: Plaintiff · Outcome: Terminated 2021-11-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
New York Life Insurance Company v. Jane Washburn closed
District Court, C.D. California · No. 2:21-cv-07207 · Filed Sep 8, 2021 · Closed Dec 12, 2022
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2022-12-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
New York Life Insurance Corporation v. Webster closed
District Court, D. Kansas · No. 5:21-cv-04056 · Filed Aug 27, 2021 · Closed Nov 19, 2021
Role of New York Life Insurance Corporation: Plaintiff · Outcome: Terminated 2021-11-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in KS (not the issuer's state)
Abidog v. New York Life Insurance Company closed
District Court, N.D. California · No. 4:21-cv-06425 · Filed Aug 19, 2021 · Closed Nov 22, 2021 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2021-11-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
New York Life Insurance Company v. DeGroot closed
District Court, D. Minnesota · No. 0:21-cv-01422 · Filed Jun 17, 2021 · Closed Oct 1, 2021
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2021-10-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MN (not the issuer's state)
Nobility Settlement Funding, LLC v. New York Life Insurance Company closed
District Court, E.D. Virginia · No. 3:21-cv-00324 · Filed May 20, 2021 · Closed May 20, 2021 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1332 Diversity-Injunctive & Declaratory Relief
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2021-05-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
Nobility Settlement Funding, LLC v. New York Life Insurance and Annuity Corporation closed
District Court, E.D. Virginia · No. 3:21-cv-00325 · Filed May 20, 2021 · Closed Oct 7, 2021 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1331 Fed. Question: Declaratory Judgment
Role of New York Life Insurance and Annuity Corporation: Defendant · Outcome: Terminated 2021-10-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state); sister entity "new york life insurance" is a party
New York Life Insurance and Annuity Corporation v. Barbara Brown Family Trust DTD 3/12/2010 closed
District Court, N.D. Texas · No. 4:21-cv-00490 · Filed Apr 1, 2021 · Closed Mar 1, 2022
Role of New York Life Insurance and Annuity Corporation: Plaintiff · Outcome: Terminated 2022-03-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state); sister entity "new york life insurance" is a party
Smith v. New York Life Insurance Company closed
District Court, E.D. Michigan · No. 2:21-cv-10659 · Filed Mar 25, 2021 · Closed Dec 27, 2021
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2021-12-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MI (not the issuer's state)
NEW YORK LIFE INSURANCE COMPANY v. MAAR closed
District Court, S.D. Indiana · No. 1:20-cv-02449 · Filed Sep 22, 2020 · Closed Feb 2, 2022
Role of NEW YORK LIFE INSURANCE COMPANY: Plaintiff · Outcome: Terminated 2022-02-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state)
New York Life Insurance Company v. Saunders closed
District Court, N.D. Texas · No. 5:20-cv-00197 · Filed Aug 19, 2020 · Closed Jan 28, 2022
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2022-01-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Herring v. New York Life Insurance and Annuity Corporation closed
District Court, D. Oregon · No. 3:20-cv-01061 · Filed Jul 1, 2020 · Closed Nov 17, 2020
Role of New York Life Insurance and Annuity Corporation: Defendant · Outcome: Terminated 2020-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OR (not the issuer's state); sister entity "new york life insurance" is a party
New York Life Insurance Company v. Tibbals dismissed
District Court, S.D. New York · No. 1:19-cv-06130 · Filed Jul 1, 2019 · Closed Nov 1, 2019 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2019-11-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
New York Life Insurance Company v. Peters judgment
District Court, N.D. Illinois · No. 1:19-cv-02269 · Filed Apr 3, 2019 · Closed Jan 22, 2021 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Interpleader Action
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2021-01-22 — FJC Integrated Database disposition: Judgment on court trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
BH Management AAF Stone Ridge at Vinings Apts v. Wooten closed
District Court, N.D. Georgia · No. 1:18-cv-04818 · Filed Oct 18, 2018 · Closed Dec 7, 2018 · Nature of suit: Rent Lease & Ejectment · Cause: 15:1692 Fair Debt Collection Act
Role of BH Management AAF Stone Ridge at Vinings Apts v. Wooten: Party · Outcome: Terminated 2018-12-07 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
New York Life Insurance Co v. Faul judgment
District Court, W.D. Louisiana · No. 6:18-cv-01362 · Filed Oct 17, 2018 · Closed Feb 13, 2019 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Co: Plaintiff · Outcome: Terminated 2019-02-13 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
Love v. Madison Avenue Development Group LLC dismissed
District Court, N.D. California · No. 4:18-cv-05166 · Filed Aug 23, 2018 · Closed Feb 11, 2020 · Nature of suit: American with Disabilities - Other · Cause: 42:12101 Americans w/ Disabilities Act (ADA)
Role of Love v. Madison Avenue Development Group LLC: Party · Outcome: Terminated 2020-02-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
United States v. New York Life Insurance and Annuity Corporation closed
District Court, W.D. Tennessee · No. 2:18-cv-02260 · Filed Apr 17, 2018 · Closed Sep 14, 2021 · Nature of suit: 150 Contract: Recovery/Enforcement · Cause: 28:1345 Recovery of Debt to US
Role of New York Life Insurance: Defendant · Outcome: Terminated 2021-09-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TN (not the issuer's state); sister entity "new york life insurance and annuity" is a party
Petrus v. New York Life Insurance Company open
District Court, D. New Mexico · No. 1:17-mc-00047 · Filed Sep 13, 2017
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NM (not the issuer's state)
New York Life Insurance Company v. Closs closed
District Court, W.D. Michigan · No. 2:17-cv-00150 · Filed Sep 11, 2017 · Closed Mar 28, 2018
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2018-03-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MI (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Shabani closed
District Court, D. Maryland · No. 8:17-cv-01401 · Filed May 19, 2017 · Closed Feb 11, 2019
Role of New York Life Insurance and Annuity Corporation: Plaintiff · Outcome: Terminated 2019-02-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MD (not the issuer's state); sister entity "new york life insurance" is a party
New York Life Insurance & Annuity Corporation v. Jones closed
District Court, D. Maryland · No. 1:17-cv-00890 · Filed Apr 3, 2017 · Closed Nov 14, 2017
Role of New York Life Insurance & Annuity Corporation: Plaintiff · Outcome: Terminated 2017-11-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MD (not the issuer's state)
New York Life Insurance Company v. 663 East Crescent Avenue LLC open
District Court, M.D. Pennsylvania · No. 1:16-mc-00436 · Filed Nov 8, 2016
Role of New York Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
New York Life Insurance Company v. Tanking dismissed
District Court, N.D. Illinois · No. 1:16-cv-09482 · Filed Oct 4, 2016 · Closed Mar 8, 2017 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2017-03-08 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
Howes v. New York Life Insurance Company dismissed
District Court, D. Maryland · No. 8:16-cv-02952 · Filed Aug 23, 2016 · Closed Mar 30, 2017 · Nature of suit: 320 Assault Libel & Slander · Cause: 28:1441 Petition for Removal Libel,Assault,Slander
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2017-03-30 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in MD (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Oscar Galdamez judgment
District Court, C.D. California · No. 2:16-cv-05305 · Filed Jul 18, 2016 · Closed Dec 8, 2017 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of New York Life Insurance and Annuity Corporation: Plaintiff · Outcome: Terminated 2017-12-08 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state); sister entity "new york life insurance" is a party
CASILLAS v. MADISON AVENUE ASSOCIATES, INC. dismissed
District Court, S.D. Indiana · No. 1:16-cv-01774 · Filed Jul 1, 2016 · Closed Sep 22, 2017 · Nature of suit: 890 Other Statutory Actions · Cause: 15:1692 Fair Debt Collection Act
Role of CASILLAS v. MADISON AVENUE ASSOCIATES, INC.: Party · Outcome: Terminated 2017-09-22 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
Paul Sapan v. Madison Avenue Media, Inc. dismissed
District Court, C.D. California · No. 8:15-cv-02043 · Filed Dec 9, 2015 · Closed May 25, 2016 · Nature of suit: 890 Other statutory actions
Role of Paul Sapan v. Madison Avenue Media, Inc.: Party · Outcome: Terminated 2016-05-25 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
BOUNASISSI v. NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION judgment
District Court, D. New Jersey · No. 1:15-cv-07585 · Filed Oct 20, 2015 · Closed Sep 6, 2016 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION: Defendant · Outcome: Terminated 2016-09-06 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state); sister entity "new york life insurance" is a party
NEW YORK LIFE INSURANCE COMPANY v. 663 EAST CRESCENT AVENUE LLC dismissed
District Court, D. New Jersey · No. 2:15-cv-07437 · Filed Oct 13, 2015 · Closed Aug 19, 2016 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE COMPANY: Plaintiff · Outcome: Terminated 2016-08-19 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
New York Life Insurance Company v. Lynch dismissed
District Court, N.D. Georgia · No. 1:15-cv-03620 · Filed Oct 13, 2015 · Closed Mar 16, 2016 · Nature of suit: 150 Overpayments & enforcement of judgments
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2016-03-16 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
New York Life Insurance Company v. King dismissed
District Court, D. Maryland · No. 1:15-cv-02458 · Filed Aug 19, 2015 · Closed Mar 29, 2016 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2016-03-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in MD (not the issuer's state)
Eric B. Fromer Chiropractic, Inc. v. New York Life Insurance and Annuity Corporation dismissed
District Court, C.D. California · No. 2:15-cv-04767 · Filed Jun 24, 2015 · Closed Sep 22, 2017 · Nature of suit: 890 Other Statutory Actions · Cause: 47:0227 Violation of Telephone Consumer Protection Act
Role of New York Life Insurance: Defendant · Outcome: Terminated 2017-09-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state); sister entity "new york life insurance and annuity" is a party
New York Life Insurance and Annuity Corporation v. Kletz dismissed
District Court, S.D. New York · No. 1:15-cv-01802 · Filed Mar 11, 2015 · Closed May 12, 2015 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance: Plaintiff · Outcome: Terminated 2015-05-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in the issuer's state (NY); sister entity "new york life insurance and annuity" is a party
BAIRD v. MADISON AVENUE ASSOCIATES, INC. dismissed
District Court, S.D. Indiana · No. 1:14-cv-01624 · Filed Oct 3, 2014 · Closed Feb 27, 2015 · Nature of suit: 480 Consumer credit
Role of BAIRD v. MADISON AVENUE ASSOCIATES, INC.: Party · Outcome: Terminated 2015-02-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
STULTZ v. MADISON AVENUE ASSOCIATES, INC. dismissed
District Court, S.D. Indiana · No. 1:14-cv-01314 · Filed Aug 8, 2014 · Closed Oct 20, 2014 · Nature of suit: 480 Consumer credit
Role of STULTZ v. MADISON AVENUE ASSOCIATES, INC.: Party · Outcome: Terminated 2014-10-20 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
Securities Department of the Illinois Secretary of State v. Madison Avenue Securities, Inc. closed
District Court, C.D. Illinois · No. 3:14-cv-03188 · Filed Jun 20, 2014 · Closed Mar 11, 2015 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Securities Department of the Illinois Secretary of State v. Madison Avenue Securities, Inc.: Party · Outcome: Terminated 2015-03-11 — FJC Integrated Database disposition: Remanded to U.S. agency Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
FORD v. MADISON AVENUE ASSOCIATES, INC. dismissed
District Court, S.D. Indiana · No. 1:14-cv-01031 · Filed Jun 20, 2014 · Closed Aug 11, 2014 · Nature of suit: 480 Consumer credit
Role of FORD v. MADISON AVENUE ASSOCIATES, INC.: Party · Outcome: Terminated 2014-08-11 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
New York Life Insurance Company v. Whitehead dismissed
District Court, D. Oregon · No. 3:13-cv-02011 · Filed Nov 12, 2013 · Closed Apr 1, 2014 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2014-04-01 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in OR (not the issuer's state)
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION v. SCHWARTZ dismissed
District Court, S.D. Indiana · No. 1:13-cv-01587 · Filed Oct 3, 2013 · Closed Jul 25, 2014 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE: Plaintiff · Outcome: Terminated 2014-07-25 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state); sister entity "new york life insurance and annuity" is a party
270 Madison Avenue Associates LLC v. Chapter & Trustee for Neo Hospitality LLC dismissed
District Court, E.D. New York · No. 2:13-cv-03827 · Filed Jul 10, 2013 · Closed Oct 2, 2013 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of 270 Madison Avenue Associates LLC v. Chapter & Trustee for Neo Hospitality LLC: Party · Outcome: Terminated 2013-10-02 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
New York Life Insurance Company v. Foxworth judgment
District Court, S.D. Mississippi · No. 2:13-cv-00102 · Filed May 15, 2013 · Closed Aug 1, 2014 · Nature of suit: 863 D.I.W.C. / D.I.W.W.
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2014-08-01 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in MS (not the issuer's state)
NEW YORK LIFE INSURANCE AND AN v. KELLY, ET AL closed
District Court, E.D. Pennsylvania · No. · Filed Dec 20, 2012 · Closed Dec 20, 2012 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE: Plaintiff · Outcome: Terminated 2012-12-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
NEW YORK LIFE INSURANCE COMPANY v. SCHWARTZ judgment
District Court, S.D. Indiana · No. 1:12-cv-01268 · Filed Sep 7, 2012 · Closed Jul 16, 2013 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE COMPANY: Plaintiff · Outcome: Terminated 2013-07-16 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state)
Bradley v. New York Life Insurance Company dismissed
District Court, D. New Mexico · No. 1:12-cv-00903 · Filed Aug 23, 2012 · Closed Aug 19, 2013 · Nature of suit: Contract: Other · Cause: 28:1331 Fed. Question: Breach of Contract
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2013-08-19 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in NM (not the issuer's state)
Cox v. Stone Ridge at Vinings, LLC closed
District Court, N.D. Georgia · No. 1:12-cv-02633 · Filed Jul 30, 2012 · Closed Sep 30, 2014 · Nature of suit: 190 Contract: Other · Cause: 28:1441 Petition for Removal- Breach of Contract
Role of Cox v. Stone Ridge at Vinings, LLC: Party · Outcome: Terminated 2014-09-30 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Santangelo v. New York Life Insurance Company judgment
District Court, D. Massachusetts · No. 1:12-cv-11295 · Filed Jul 13, 2012 · Closed Aug 7, 2014 · Nature of suit: Contract: Other · Cause: 28:1441 Petition for Removal- Contract Dispute
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2014-08-07 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in MA (not the issuer's state)
Confederation Life Insurance & Annuity Company v. PF Judgment Funds Escrow Account closed
District Court, E.D. Kentucky · No. 5:12-cv-00177 · Filed Jun 1, 2012 · Closed Nov 26, 2013 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Interpleader Action
Role of Confederation Life Insurance & Annuity Company v. PF Judgment Funds Escrow Account: Party · Outcome: Terminated 2013-11-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in KY (not the issuer's state)
United States v. Proceeds From Pacific Life Insurance Annuity Policy VP65240580 To Wit: Forty-four Thousand Two Hundred Thirty-seven Dollars and Thirty-one Cents ($44,237.31) dismissed
District Court, S.D. Texas · No. 7:12-cv-00147 · Filed May 4, 2012 · Closed Dec 14, 2017 · Nature of suit: 690 Forfeit/Penalty: Other · Cause: 18:0981 Forfeiture in Rem
Role of United States v. Proceeds From Pacific Life Insurance Annuity Policy VP65240580 To Wit: Forty-four Thousand Two Hundred Thirty-seven Dollars and Thirty-one Cents ($44,237.31): Party · Outcome: Terminated 2017-12-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Daly v. New York Life Insurance Company judgment
District Court, S.D. Ohio · No. 1:12-cv-00125 · Filed Feb 10, 2012 · Closed Sep 30, 2019 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2019-09-30 — FJC Integrated Database disposition: Judgment on court trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state)
New York Life Insurance Company v. Lulich dismissed
District Court, E.D. Louisiana · No. 2:12-cv-00107 · Filed Jan 17, 2012 · Closed Aug 17, 2012 · Nature of suit: Other Statutory Actions · Cause: 28:1335 Interpleader Action
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2012-08-17 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
New York Life Insurance Company v. Jones dismissed
District Court, C.D. Illinois · No. 2:11-cv-02275 · Filed Nov 16, 2011 · Closed Jan 27, 2012 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2012-01-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Butsch, Sr. dismissed
District Court, C.D. Illinois · No. 2:11-cv-02194 · Filed Aug 16, 2011 · Closed Jul 30, 2012 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance: Plaintiff · Outcome: Terminated 2012-07-30 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state); sister entity "new york life insurance and annuity" is a party
New York Life Insurance Company v. Herlicka dismissed
District Court, D. New Hampshire · No. 1:11-cv-00400 · Filed Aug 12, 2011 · Closed Mar 21, 2012 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2012-03-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in NH (not the issuer's state)
NEW YORK LIFE INSURANCE AND AN v. KELLY, ET AL closed
District Court, E.D. Pennsylvania · No. · Filed Apr 13, 2011 · Closed Jul 11, 2011 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE: Plaintiff · Outcome: Terminated 2011-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
New York Life Insurance Company v. Bentley, M.D. judgment
District Court, N.D. Texas · No. 3:11-cv-00687 · Filed Apr 4, 2011 · Closed Jan 31, 2013 · Nature of suit: 220 Foreclosure
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2013-01-31 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION v. KELLY dismissed
District Court, E.D. Pennsylvania · No. 5:11-cv-01262 · Filed Feb 23, 2011 · Closed Dec 20, 2012 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION: Plaintiff · Outcome: Terminated 2012-12-20 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state); sister entity "new york life insurance" is a party
Confederation Life Insurance & Annuity Company v. Stein dismissed
District Court, W.D. Missouri · No. 4:11-cv-00058 · Filed Jan 14, 2011 · Closed Aug 6, 2012 · Nature of suit: 190 Other contract actions
Role of Confederation Life Insurance & Annuity Company v. Stein: Party · Outcome: Terminated 2012-08-06 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
Cummins Inc. v. New York Life Insurance Company dismissed
District Court, S.D. New York · No. 1:10-cv-09252 · Filed Dec 10, 2010 · Closed Feb 9, 2011 · Nature of suit: 370 Fraud or Truth-In-Lending · Cause: 28:1332oc Diversity-Other Contract
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2011-02-09 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
New York Life Insurance Company v. Lasky judgment
District Court, N.D. Mississippi · No. 1:10-cv-00143 · Filed May 27, 2010 · Closed May 29, 2012 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2012-05-29 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in MS (not the issuer's state)
Liability Solutions, Inc. v. 590 Madison Avenue, LLC dismissed
District Court, S.D. New York · No. 1:10-cv-03225 · Filed Apr 16, 2010 · Closed Dec 10, 2010 · Nature of suit: 190 Other contract actions
Role of Liability Solutions, Inc. v. 590 Madison Avenue, LLC: Party · Outcome: Terminated 2010-12-10 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
New York Life Insurance Company v. Turek judgment
District Court, D. Maryland · No. 8:10-cv-00925 · Filed Apr 14, 2010 · Closed Oct 4, 2010 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2010-10-04 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in MD (not the issuer's state)
Cavaco v. New York Life Insurance Company dismissed
District Court, D. Rhode Island · No. 1:10-cv-00133 · Filed Mar 17, 2010 · Closed Jan 11, 2012 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2012-01-11 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in RI (not the issuer's state)
United States v. $182,070.00 CONTAINED IN LIFE INSURANCE ANNUITY, POLICY NUMBER 02WSF309964, HELD IN THE NAME AND/OR FOR THE BENEFIT OF EUGENE KORDUSKY AT TRANSAMERICA, LOCATED AT 1150 SOUTH OLIVE STREET, 27TH FL judgment
District Court, D. New Jersey · No. 2:10-cv-00613 · Filed Feb 2, 2010 · Closed May 3, 2010 · Nature of suit: 690 Other forfeiture and penalty suits
Role of United States v. $182,070.00 CONTAINED IN LIFE INSURANCE ANNUITY, POLICY NUMBER 02WSF309964, HELD IN THE NAME AND/OR FOR THE BENEFIT OF EUGENE KORDUSKY AT TRANSAMERICA, LOCATED AT 1150 SOUTH OLIVE STREET, 27TH FL: Party · Outcome: Terminated 2010-05-03 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Stone Ridge Market Phase 2, Ltd. v. Petsmart, Inc. dismissed
District Court, W.D. Texas · No. 5:09-cv-00874 · Filed Oct 28, 2009 · Closed Mar 8, 2010 · Nature of suit: 230 Rent, lease, ejectment
Role of Stone Ridge Market Phase 2, Ltd. v. Petsmart, Inc.: Party · Outcome: Terminated 2010-03-08 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION v. KOSMAC judgment
District Court, W.D. Pennsylvania · No. 3:09-cv-00213 · Filed Jul 30, 2009 · Closed Dec 22, 2009 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION: Plaintiff · Outcome: Terminated 2009-12-22 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state); sister entity "new york life insurance" is a party
Stone Ridge Technology, Inc. v. Richie closed
District Court, S.D. Texas · No. 4:09-mc-00254 · Filed Jun 1, 2009 · Closed Jun 2, 2009
Role of Stone Ridge Technology, Inc. v. Richie: Party · Outcome: Terminated 2009-06-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Stone Ridge Technology, Inc v. Richie closed
District Court, E.D. Tennessee · No. 3:09-mc-00023 · Filed May 6, 2009 · Closed Sep 19, 2011
Role of Stone Ridge Technology, Inc v. Richie: Party · Outcome: Terminated 2011-09-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TN (not the issuer's state)
Stone Ridge Technology, Inc v. Richie closed
District Court, E.D. Tennessee · No. 3:09-mc-00022 · Filed May 6, 2009 · Closed Jul 25, 2013
Role of Stone Ridge Technology, Inc v. Richie: Party · Outcome: Terminated 2013-07-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TN (not the issuer's state)
United States v. Contents of Allianz Life Insurance Annuity Policy Number XXX7527 in the Name of Keith A. Lee dismissed
District Court, S.D. Ohio · No. 1:09-cv-00268 · Filed Apr 15, 2009 · Closed Feb 1, 2010 · Nature of suit: 190 Other contract actions
Role of United States v. Contents of Allianz Life Insurance Annuity Policy Number XXX7527 in the Name of Keith A. Lee: Party · Outcome: Terminated 2010-02-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Gold v. New York Life Insurance CO. judgment
District Court, S.D. New York · No. 1:09-cv-03210 · Filed Apr 2, 2009 · Closed May 15, 2012 · Nature of suit: 190 Contract: Other · Cause: 28:1332oc Diversity-Other Contract
Role of New York Life Insurance CO.: Defendant · Outcome: Terminated 2012-05-15 — FJC Integrated Database disposition: Other; judgment for defendant Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
Fritz Bogausch Concrete Specialists, Inc. v. New York Life Insurance Company dismissed
District Court, M.D. Florida · No. 6:08-cv-01467 · Filed Aug 25, 2008 · Closed Apr 21, 2009 · Nature of suit: 370 Other fraud
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2009-04-21 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
STALSBERG v. NEW YORK LIFE INSURANCE COMPANY closed
District Court, E.D. Pennsylvania · No. 2:08-mc-00071 · Filed Apr 24, 2008 · Closed Jun 3, 2008 · Nature of suit: 111 Miscellaneous · Cause: Motion to Compel
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2008-06-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Lemonik v. Sun Life Insurance & Annuity Company of New York judgment
District Court, S.D. New York · No. 1:08-cv-00900 · Filed Jan 25, 2008 · Closed Sep 8, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Lemonik v. Sun Life Insurance & Annuity Company of New York: Party · Outcome: Terminated 2008-09-08 — FJC Integrated Database disposition: Other; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
YOUNG v. MADISON AVENUE ASSOCIATES, INC. dismissed
District Court, S.D. Indiana · No. 1:07-cv-01274 · Filed Oct 3, 2007 · Closed Feb 27, 2008 · Nature of suit: 480 Consumer credit
Role of YOUNG v. MADISON AVENUE ASSOCIATES, INC.: Party · Outcome: Terminated 2008-02-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
United States v. New York Life Insurance and Annuity Corp open
District Court, N.D. Indiana · No. 2:07-cr-00132 · Filed Sep 19, 2007
Role of New York Life Insurance and Annuity Corp: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state); sister entity "new york life insurance" is a party; criminal docket
United States v. New York Life Insurance and Annuity Corp open
District Court, N.D. Indiana · No. 2:07-cr-00132 · Filed Sep 19, 2007
Role of New York Life Insurance and Annuity Corp: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state); sister entity "new york life insurance" is a party; criminal docket
United States v. New York Life Insurance and Annuity Corp open
District Court, N.D. Indiana · No. 2:07-cr-00132 · Filed Sep 19, 2007
Role of New York Life Insurance: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state); sister entity "new york life insurance and annuity" is a party; criminal docket
United States v. New York Life Insurance and Annuity Corp open
District Court, N.D. Indiana · No. 2:07-cr-00132 · Filed Sep 19, 2007
Role of New York Life Insurance: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state); sister entity "new york life insurance and annuity" is a party; criminal docket
United States v. New York Life Insurance and Annuity Corp open
District Court, N.D. Indiana · No. 2:07-cr-00132 · Filed Sep 19, 2007
Role of New York Life Insurance: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state); sister entity "new york life insurance and annuity" is a party; criminal docket
New York Life Insurance Company v. Koscove dismissed
District Court, D. Arizona · No. 2:07-cv-01606 · Filed Aug 21, 2007 · Closed Mar 5, 2008 · Nature of suit: Contract: Other · Cause: 28:1335 Interpleader Action
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2008-03-05 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in AZ (not the issuer's state)
Hyland v. New York Life Insurance and Annuity Corporation dismissed
District Court, D. Kansas · No. 2:07-cv-02285 · Filed Jun 29, 2007 · Closed Dec 21, 2007 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance and Annuity Corporation: Defendant · Outcome: Terminated 2007-12-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in KS (not the issuer's state); sister entity "new york life insurance" is a party
Tribbey v. New York Life Insurance Company dismissed
District Court, E.D. Virginia · No. 3:07-cv-00220 · Filed Apr 17, 2007 · Closed Jan 23, 2008 · Nature of suit: 370 Other Fraud · Cause: 28:1332 Diversity-Fraud
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2008-01-23 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
FAVA v. TRANSAMERICA LIFE INSURANCE & ANNUITY COMPANY dismissed
District Court, D. New Jersey · No. 1:07-cv-01077 · Filed Mar 7, 2007 · Closed Aug 13, 2007 · Nature of suit: Contract: Other · Cause: 28:1441 Notice of Removal- Breach of Contract
Role of FAVA v. TRANSAMERICA LIFE INSURANCE & ANNUITY COMPANY: Party · Outcome: Terminated 2007-08-13 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
New York Life Insurance and Annuity Corporation v. Medina dismissed
District Court, S.D. Florida · No. 1:07-cv-20249 · Filed Jan 31, 2007 · Closed Jun 12, 2007 · Nature of suit: 370 Other fraud
Role of New York Life Insurance: Plaintiff · Outcome: Terminated 2007-06-12 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state); sister entity "new york life insurance and annuity" is a party
Kwalwasser v. New York Life Insurance Company dismissed
District Court, M.D. Florida · No. 8:06-cv-01808 · Filed Oct 2, 2006 · Closed Jan 29, 2008 · Nature of suit: 890 Other statutory actions
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2008-01-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Far Eastern Shipping Company, Ltd v. Madison Avenue Financial Group, LLC judgment
District Court, W.D. Arkansas · No. 6:06-cv-06036 · Filed Jul 10, 2006 · Closed Aug 21, 2006 · Nature of suit: Other Statutory Actions · Cause: 09:1 U.S. Arbitration Act
Role of Far Eastern Shipping Company, Ltd v. Madison Avenue Financial Group, LLC: Party · Outcome: Terminated 2006-08-21 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in AR (not the issuer's state)
New York Life Insurance Company v. Mazzariello judgment
District Court, S.D. New York · No. 1:05-cv-08369 · Filed Sep 29, 2005 · Closed Aug 29, 2008 · Nature of suit: 370 Other Fraud · Cause: 28:1332oc Diversity-Other Contract
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 2008-08-29 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
Brooks v. Madison Avenue, Inc. judgment
District Court, D. Maryland · No. 1:05-cv-02294 · Filed Aug 19, 2005 · Closed Sep 19, 2005 · Nature of suit: 890 Other statutory actions
Role of Brooks v. Madison Avenue, Inc.: Party · Outcome: Terminated 2005-09-19 — FJC Integrated Database disposition: Judgment on motion before trial Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Purohit v. New York Life Insurance Company dismissed
District Court, E.D. Kentucky · No. 7:05-cv-00182 · Filed Jun 9, 2005 · Closed Jan 5, 2007 · Nature of suit: 890 Other statutory actions
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 2007-01-05 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in KY (not the issuer's state)
WARD v. MADISON AVENUE ASSOCIATES, INC. closed
District Court, S.D. Indiana · No. 1:05-cv-00689 · Filed May 10, 2005 · Closed Aug 15, 2005
Role of WARD v. MADISON AVENUE ASSOCIATES, INC.: Party · Outcome: Terminated 2005-08-15 (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)
United States v. Contents of Nationwide Life Insurance Annuity Account No. 0961 in the name of Steve E. Warshak judgment
District Court, S.D. Ohio · No. 1:05-cv-00196 · Filed Mar 25, 2005 · Closed Apr 8, 2009 · Nature of suit: Forfeit/Penalty: Other · Cause: 28:1345 Complaint for Forfeiture
Role of United States v. Contents of Nationwide Life Insurance Annuity Account No. 0961 in the name of Steve E. Warshak: Party · Outcome: Terminated 2009-04-08 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
MANKABADI v. NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION dismissed
District Court, D. New Jersey · No. 2:04-cv-06032 · Filed Dec 9, 2004 · Closed May 24, 2006 · Nature of suit: 890 Other statutory actions
Role of NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION: Defendant · Outcome: Terminated 2006-05-24 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state); sister entity "new york life insurance" is a party
457 Madison Avenue Corp. v. Amedeo Hotels Limited Partnership judgment
District Court, S.D. New York · No. 1:04-cv-03030 · Filed Apr 20, 2004 · Closed Mar 25, 2005 · Nature of suit: 230 Rent Lease & Ejectment · Cause: 28:1441nr Notice of Removal
Role of 457 Madison Avenue Corp. v. Amedeo Hotels Limited Partnership: Party · Outcome: Terminated 2005-03-25 — FJC Integrated Database disposition: Other; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
Kathrine Baumann v. Boyds of Madison Avenue Department Store Inc dismissed
District Court, C.D. California · No. 8:04-cv-00304 · Filed Mar 12, 2004 · Closed Feb 25, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Kathrine Baumann v. Boyds of Madison Avenue Department Store Inc: Party · Outcome: Terminated 2005-02-25 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
MADISON AVENUE LEASEHOLD LLC v. AEROPRECISION CORPORATION dismissed
District Court, S.D. New York · No. · Filed Dec 12, 2003 · Closed Nov 5, 2004 · Nature of suit: 290 Other real property actions
Role of MADISON AVENUE LEASEHOLD LLC v. AEROPRECISION CORPORATION: Party · Outcome: Terminated 2004-11-05 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
VIDCO INVESTMENTS, LTD. v. NEW YORK LIFE INSURANCE COMPANY judgment
District Court, E.D. Pennsylvania · No. 2:02-cv-06782 · Filed Aug 16, 2002 · Closed Nov 3, 2003 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2003-11-03 — FJC Integrated Database disposition: Judgment on jury verdict; judgment for defendant Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Brogan v. New York Life Insurance Co. dismissed
District Court, D. Alaska · No. 3:00-cv-00032 · Filed Feb 9, 2000 · Closed Mar 23, 2001 · Nature of suit: 190 Other contract actions
Role of New York Life Insurance Co.: Defendant · Outcome: Terminated 2001-03-23 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in AK (not the issuer's state)
Knapp v. Great-West Life Insurance & Annuity Insurance Co. dismissed
District Court, D. Alaska · No. 3:98-cv-00209 · Filed Jun 26, 1998 · Closed Mar 19, 1999 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Knapp v. Great-West Life Insurance & Annuity Insurance Co.: Party · Outcome: Terminated 1999-03-19 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AK (not the issuer's state)
Ouzinkie Native Corp. v. New York Life Insurance & Annuity Corp dismissed
District Court, D. Alaska · No. 3:92-cv-00748 · Filed Dec 9, 1992 · Closed Nov 10, 1993 · Nature of suit: 791 Employee Retirement Income Security Act
Role of New York Life Insurance & Annuity Corp: Defendant · Outcome: Terminated 1993-11-10 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in AK (not the issuer's state); filed 1992, first Form D 2009
400 Madison Avenue v. Prudential Sec Inc judgment
District Court, S.D. California · No. 3:92-cv-01524 · Filed Oct 2, 1992 · Closed May 13, 1993 · Nature of suit: 470 Civil (RICO)
Role of 400 Madison Avenue v. Prudential Sec Inc: Party · Outcome: Terminated 1993-05-13 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
AETNA LIFE INSURANCE & ANNUITY v. BOND, J. STEPHEN dismissed
District Court, N.D. Ohio · No. · Filed Dec 13, 1988 · Closed Jan 11, 1991 · Nature of suit: 190 Other contract actions
Role of AETNA LIFE INSURANCE & ANNUITY v. BOND, J. STEPHEN: Party · Outcome: Terminated 1991-01-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
RONALD A. BOZE v. NEW YORK LIFE INSURANCE CO judgment
District Court, E.D. Louisiana · No. · Filed Jul 5, 1988 · Closed Sep 29, 1988 · Nature of suit: 230 Rent, lease, ejectment
Role of NEW YORK LIFE INSURANCE CO: Defendant · Outcome: Terminated 1988-09-29 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state); filed 1988, first Form D 2010
VALDERA, FELICIANO F., III v. NEW YORK LIFE INSURANCE CO dismissed
District Court, E.D. Pennsylvania · No. · Filed Apr 10, 1987 · Closed Dec 2, 1987 · Nature of suit: 190 Other contract actions
Role of NEW YORK LIFE INSURANCE CO: Defendant · Outcome: Terminated 1987-12-02 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state); filed 1987, first Form D 2010
Gilliland v. New York Life Insurance Company open
District Court, D. South Carolina · No. 6:86-dv-00162 · Filed Jan 16, 1986
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in SC (not the issuer's state); filed 1986, first Form D 2010
New York Life Insurance Company v. Holler closed
District Court, D. North Dakota · No. 2:61-cv-03874 · Filed May 1, 1961 · Closed Mar 5, 1964
Role of New York Life Insurance Company: Plaintiff · Outcome: Terminated 1964-03-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in ND (not the issuer's state); filed 1961, first Form D 2010
Dick v. New York Life Insurance Company closed
District Court, D. North Dakota · No. 3:55-cv-03187 · Filed Nov 4, 1955 · Closed Nov 10, 1956
Role of New York Life Insurance Company: Defendant · Outcome: Terminated 1956-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in ND (not the issuer's state); filed 1955, first Form D 2010
FOREMAN v. STONE RIDGE MEAT & COUNTRY MARKET, INC. open
District Court, W.D. Pennsylvania · No. 2:25-cv-00162 · Filed —
Role of FOREMAN v. STONE RIDGE MEAT & COUNTRY MARKET, INC.: 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 PA (not the issuer's state)
Sorbera v. New York Life Insurance Company open
District Court, D. Connecticut · No. 5:17-cv-01653 · Filed —
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in CT (not the issuer's state)
Dangeles v. New York Life Insurance Company open
District Court, S.D. Florida · No. 9:25-cv-80899 · Filed —
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (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, 2:16 AM ET.

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

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

2. Regulatory actions

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

What was searched

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

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

71 cases: 9 open, 62 closed (disposition not in docket feed)

David J. Doyaga, Sr., Solely as Chapter 7 Trustee v. New York Life Insurance Company open
United States Bankruptcy Court, E.D. New York · No. 1-26-01058 · Filed Apr 3, 2026
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
1855 Madison Avenue Corp open
United States Bankruptcy Court, E.D. New York · No. 8-25-73678 · Filed Sep 24, 2025
Role of 1855 Madison Avenue Corp: 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 the issuer's state (NY)
Manna Madison Avenue LLC open
United States Bankruptcy Court, S.D. New York · No. 25-11839 · Filed Aug 22, 2025
Role of Manna Madison Avenue 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 the issuer's state (NY)
Madison Avenue Westside LLC open
United States Bankruptcy Court, S.D. New York · No. 25-11296 · Filed Jun 9, 2025
Role of Madison Avenue Westside 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 the issuer's state (NY)
Slott, Chapter 7 Trustee v. New York Life Insurance Company open
United States Bankruptcy Court, S.D. Florida. · No. 25-01134 · Filed May 7, 2025
Role of New York Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
New York Life Insurance and Annuity Corporation et v. Philips open
United States Bankruptcy Court, S.D. Texas · No. 24-03275 · Filed Dec 27, 2024
Role of New York Life Insurance: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
1855 Madison Avenue Corp closed
United States Bankruptcy Court, E.D. New York · No. 8-24-73693 · Filed Sep 25, 2024 · Closed Dec 27, 2024
Role of 1855 Madison Avenue Corp: Party · Outcome: Case closed 2024-12-27 (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)
Christee Philips and New York Life Insurance Company open
United States Bankruptcy Court, S.D. Texas · No. 24-33219 · Filed Jul 12, 2024
Role of New York Life Insurance Company: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
532 Madison Avenue Gourmet Foods Inc. open
United States Bankruptcy Court, S.D. New York · No. 24-11092 · Filed Jun 20, 2024
Role of 532 Madison Avenue Gourmet Foods Inc.: 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 the issuer's state (NY)
Shimon Schimmel and New York Life Insurance Company open
United States Bankruptcy Court, E.D. New York · No. 1-24-41480 · Filed Apr 5, 2024
Role of New York Life Insurance Company: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
185 Madison Avenue Tenant LLC closed
United States Bankruptcy Court, D. New Jersey · No. 23-20053 · Filed Nov 6, 2023 · Closed Aug 1, 2024
Role of 185 Madison Avenue Tenant LLC: Party · Outcome: Case closed 2024-08-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
437 Madison Avenue Tenant LLC closed
United States Bankruptcy Court, D. New Jersey · No. 23-20099 · Filed Nov 6, 2023 · Closed Jul 30, 2024
Role of 437 Madison Avenue Tenant LLC: Party · Outcome: Case closed 2024-07-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
63 Madison Avenue Tenant LLC closed
United States Bankruptcy Court, D. New Jersey · No. 23-20119 · Filed Nov 6, 2023 · Closed Jul 30, 2024
Role of 63 Madison Avenue Tenant LLC: Party · Outcome: Case closed 2024-07-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
130 Madison Avenue Tenant LLC closed
United States Bankruptcy Court, D. New Jersey · No. 23-19981 · Filed Nov 6, 2023 · Closed Jul 31, 2024
Role of 130 Madison Avenue Tenant LLC: Party · Outcome: Case closed 2024-07-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
183 Madison Avenue Q LLC closed
United States Bankruptcy Court, D. New Jersey · No. 23-20005 · Filed Nov 6, 2023 · Closed Aug 1, 2024
Role of 183 Madison Avenue Q LLC: Party · Outcome: Case closed 2024-08-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
149 Madison Avenue Tenant LLC closed
United States Bankruptcy Court, D. New Jersey · No. 23-20013 · Filed Nov 6, 2023 · Closed Aug 1, 2024
Role of 149 Madison Avenue Tenant LLC: Party · Outcome: Case closed 2024-08-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
1855 Madison Avenue Corp closed
United States Bankruptcy Court, E.D. New York · No. 8-23-73924 · Filed Oct 23, 2023 · Closed Feb 14, 2024
Role of 1855 Madison Avenue Corp: Party · Outcome: Case closed 2024-02-14 (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)
Miller v. New York Life Insurance Company closed
United States Bankruptcy Court, D. Delaware · No. 23-50702 · Filed Oct 4, 2023 · Closed Jan 23, 2024
Role of New York Life Insurance Company: Defendant · Outcome: Case closed 2024-01-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in DE (not the issuer's state)
Manna Madison Avenue LLC closed
United States Bankruptcy Court, S.D. New York · No. 23-10951 · Filed Jun 20, 2023 · Closed Jun 17, 2024
Role of Manna Madison Avenue LLC: Party · Outcome: Case closed 2024-06-17 (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)
Macejko v. New York Life Insurance Co closed
United States Bankruptcy Court, N.D. Ohio · No. 21-05027 · Filed May 13, 2021 · Closed Sep 30, 2021
Role of New York Life Insurance Co: Defendant · Outcome: Case closed 2021-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state)
Barr v. New York Life Insurance and Annuity Corporation closed
United States Bankruptcy Court, N.D. Ohio · No. 20-01119 · Filed Nov 24, 2020 · Closed Jan 20, 2021
Role of New York Life Insurance: Defendant · Outcome: Case closed 2021-01-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state); sister entity "new york life insurance and annuity" is a party
Pannill v. New York Life Insurance Company closed
United States Bankruptcy Court, S.D. Georgia · No. 20-04012 · Filed Apr 28, 2020 · Closed Jun 1, 2020 · Nature of suit: 71 Injunctive relief - reinstatement of stay
Role of New York Life Insurance Company: Defendant · Outcome: Case closed 2020-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Richardson v. New York Life Insurance and Annuity Corporation closed
United States Bankruptcy Court, C.D. Illinois · No. 19-07033 · Filed Aug 9, 2019 · Closed Dec 5, 2019
Role of New York Life Insurance and Annuity Corporation: Defendant · Outcome: Case closed 2019-12-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state); sister entity "new york life insurance" is a party
Howard P. Magaliff, Chapter 7 Trustee of Allways E v. New York Life Insurance and Annuity Corporation d closed
United States Bankruptcy Court, S.D. New York · No. 18-08294 · Filed Dec 9, 2018 · Closed Jul 18, 2019
Role of New York Life Insurance: Defendant · Outcome: Case closed 2019-07-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
532 Madison Avenue Gourmet Foods Inc. closed
United States Bankruptcy Court, S.D. New York · No. 18-13117 · Filed Oct 15, 2018 · Closed Oct 9, 2019
Role of 532 Madison Avenue Gourmet Foods Inc.: Party · Outcome: Case closed 2019-10-09 (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)
Schwab v. New York Life Insurance Company closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 5:14-ap-00286 · Filed Dec 16, 2014 · Closed Feb 23, 2015
Role of New York Life Insurance Company: Defendant · Outcome: Case closed 2015-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
King v. New York Life Insurance Company closed
United States Bankruptcy Court, E.D. Virginia · No. 14-01033 · Filed Feb 11, 2014 · Closed Feb 11, 2015
Role of New York Life Insurance Company: Defendant · Outcome: Case closed 2015-02-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
BURTON v. NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:14-ap-90047 · Filed Feb 4, 2014 · Closed Apr 23, 2014
Role of NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION: Defendant · Outcome: Case closed 2014-04-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TN (not the issuer's state); sister entity "new york life insurance" is a party
Tucker v. New York Life Insurance closed
United States Bankruptcy Court, E.D. Virginia · No. 13-03205 · Filed Nov 7, 2013 · Closed Jan 7, 2015
Role of New York Life Insurance: Defendant · Outcome: Case closed 2015-01-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in VA (not the issuer's state)
Stone Ridge Property Development Company, LLC et a v. Compton closed
United States Bankruptcy Court, W.D. Virginia · No. 11-06092 · Filed Sep 12, 2011 · Closed Sep 19, 2012
Role of Stone Ridge Property Development Company, LLC et a v. Compton: Party · Outcome: Case closed 2012-09-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
Stein v. New York Life Insurance and Annuity Corporation closed
United States Bankruptcy Court, N.D. Ohio · No. 11-01175 · Filed Jul 27, 2011 · Closed Oct 5, 2011
Role of New York Life Insurance and Annuity Corporation: Defendant · Outcome: Case closed 2011-10-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state); sister entity "new york life insurance" is a party
Stone Ridge Property Development Company, LLC et a v. Compton closed
United States Bankruptcy Court, W.D. Virginia · No. 11-06065 · Filed Jun 17, 2011 · Closed Jul 5, 2013
Role of Stone Ridge Property Development Company, LLC et a v. Compton: Party · Outcome: Case closed 2013-07-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
Stone Ridge Custom Homes, Inc closed
United States Bankruptcy Court, D. Oregon · No. 11-34132 · Filed May 11, 2011 · Closed Nov 17, 2011
Role of Stone Ridge Custom Homes, Inc: Party · Outcome: Case closed 2011-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
Rock New York (183 Madison Avenue) LLC closed
United States Bankruptcy Court, D. Delaware · No. 10-12895 · Filed Sep 15, 2010 · Closed Jan 31, 2011
Role of Rock New York (183 Madison Avenue) LLC: Party · Outcome: Case closed 2011-01-31 (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)
450 Madison Avenue, LLC closed
United States Bankruptcy Court, D. New Jersey · No. 10-21018 · Filed Apr 13, 2010 · Closed Sep 28, 2010
Role of 450 Madison Avenue, LLC: Party · Outcome: Case closed 2010-09-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
609 Madison Avenue, LLC closed
United States Bankruptcy Court, D. New Jersey · No. 10-10759 · Filed Jan 12, 2010 · Closed Apr 13, 2011
Role of 609 Madison Avenue, LLC: Party · Outcome: Case closed 2011-04-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Madison Avenue Development Co., LLC closed
United States Bankruptcy Court, S.D. Mississippi · No. 09-04109 · Filed Nov 19, 2009 · Closed Feb 11, 2015
Role of Madison Avenue Development Co., LLC: Party · Outcome: Case closed 2015-02-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MS (not the issuer's state)
Stone Ridge Fellows LLC closed
United States Bankruptcy Court, C.D. California · No. 6:09-bk-28897 · Filed Aug 17, 2009 · Closed Jan 12, 2010
Role of Stone Ridge Fellows LLC: Party · Outcome: Case closed 2010-01-12 (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)
Stein v. New York Life Insurance and Annuity Corporation closed
United States Bankruptcy Court, N.D. Ohio · No. 08-01351 · Filed Nov 18, 2008 · Closed Jan 8, 2009
Role of New York Life Insurance and Annuity Corporation: Defendant · Outcome: Case closed 2009-01-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state); sister entity "new york life insurance" is a party
Forman v. Madison Avenue Toka, Inc. closed
United States Bankruptcy Court, D. New Jersey · No. 08-02310 · Filed Oct 1, 2008 · Closed Dec 11, 2009
Role of Forman v. Madison Avenue Toka, Inc.: Party · Outcome: Case closed 2009-12-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Madison Avenue Parking Corp. closed
United States Bankruptcy Court, S.D. New York · No. 08-10100 · Filed Jan 16, 2008 · Closed Oct 16, 2008
Role of Madison Avenue Parking Corp.: Party · Outcome: Case closed 2008-10-16 (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)
1147 Madison Avenue, LLC closed
United States Bankruptcy Court, D. Connecticut · No. 07-50631 · Filed Oct 22, 2007 · Closed Feb 24, 2009
Role of 1147 Madison Avenue, LLC: Party · Outcome: Case closed 2009-02-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CT (not the issuer's state)
1147 Madison Avenue, LLC closed
United States Bankruptcy Court, D. Connecticut · No. 07-50258 · Filed May 10, 2007 · Closed Jul 16, 2007
Role of 1147 Madison Avenue, LLC: Party · Outcome: Case closed 2007-07-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CT (not the issuer's state)
Madison Avenue Designs, LLC closed
United States Bankruptcy Court, D. Delaware · No. 07-10480 · Filed Apr 10, 2007 · Closed Oct 27, 2016
Role of Madison Avenue Designs, LLC: Party · Outcome: Case closed 2016-10-27 (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)
Official Committee of Unsecured Creditors of LaGua v. ING Life Insurance & Annuity closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 06-00560 · Filed Oct 27, 2006 · Closed Mar 21, 2007
Role of Official Committee of Unsecured Creditors of LaGua v. ING Life Insurance & Annuity: Party · Outcome: Case closed 2007-03-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
Madison Avenue Caviarteria, Inc. closed
United States Bankruptcy Court, S.D. New York · No. 06-11452 · Filed Jun 28, 2006 · Closed Jul 2, 2009
Role of Madison Avenue Caviarteria, Inc.: Party · Outcome: Case closed 2009-07-02 (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)
Stone Ridge, Inc. closed
United States Bankruptcy Court, D. Rhode Island · No. 1:06-bk-10590 · Filed Jun 20, 2006 · Closed Apr 5, 2012
Role of Stone Ridge, Inc.: Party · Outcome: Case closed 2012-04-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in RI (not the issuer's state)
Rhiel v. New York Life Insurance and Annuity Corporation closed
United States Bankruptcy Court, S.D. Ohio · No. 2:05-ap-02603 · Filed Nov 15, 2005 · Closed Oct 25, 2007
Role of New York Life Insurance and Annuity Corporation: Defendant · Outcome: Case closed 2007-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state); sister entity "new york life insurance" is a party
2093 Madison Avenue Realty Corp. closed
United States Bankruptcy Court, S.D. New York · No. 05-10960 · Filed Feb 19, 2005 · Closed May 15, 2012
Role of 2093 Madison Avenue Realty Corp.: Party · Outcome: Case closed 2012-05-15 (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)
St. Stephen's 1989 Madison Avenue, Inc. closed
United States Bankruptcy Court, S.D. New York · No. 03-42903 · Filed Dec 12, 2003 · Closed Apr 12, 2004
Role of St. Stephen's 1989 Madison Avenue, Inc.: Party · Outcome: Case closed 2004-04-12 (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)
Arlin M. Adams, Chapter 11 Trustee v. Great West Life Insurance & Annuity Company closed
United States Bankruptcy Court, D. Delaware · No. 03-51424 · Filed Mar 5, 2003 · Closed Jun 10, 2005
Role of Arlin M. Adams, Chapter 11 Trustee v. Great West Life Insurance & Annuity Company: Party · Outcome: Case closed 2005-06-10 (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)
165 Madison Avenue, a Delaware L.P. closed
United States Bankruptcy Court, W.D. Tennessee · No. 03-22341 · Filed Feb 11, 2003 · Closed Dec 8, 2003
Role of 165 Madison Avenue, a Delaware L.P.: Party · Outcome: Case closed 2003-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TN (not the issuer's state)
Madison Avenue Caviarteria, Inc. closed
United States Bankruptcy Court, S.D. New York · No. 02-16335 · Filed Dec 17, 2002 · Closed Feb 24, 2003
Role of Madison Avenue Caviarteria, Inc.: Party · Outcome: Case closed 2003-02-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (NY)
Bread Market of Madison Avenue, Inc. closed
United States Bankruptcy Court, S.D. New York · No. 02-14396 · Filed Sep 9, 2002 · Closed Sep 8, 2005
Role of Bread Market of Madison Avenue, Inc.: Party · Outcome: Case closed 2005-09-08 (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)
Heilig-Meyers Company v. Madison Avenue closed
United States Bankruptcy Court, E.D. Virginia · No. 02-06533 · Filed Aug 8, 2002 · Closed Dec 27, 2010
Role of Heilig-Meyers Company v. Madison Avenue: Party · Outcome: Case closed 2010-12-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in VA (not the issuer's state)
Stone Ridge Ranch Estates, Ltd. closed
United States Bankruptcy Court, E.D. Texas · No. 02-43417 · Filed Jun 3, 2002 · Closed Mar 11, 2003
Role of Stone Ridge Ranch Estates, Ltd.: Party · Outcome: Case closed 2003-03-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Stone Ridge Residential Care Center, Inc. closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 5:01-bk-00382 · Filed Feb 1, 2001 · Closed Mar 30, 2004
Role of Stone Ridge Residential Care Center, Inc.: Party · Outcome: Case closed 2004-03-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
165 Madison Avenue, a Delaware L.P. closed
United States Bankruptcy Court, W.D. New York · No. 2-01-21971 · Filed Feb 17, 2000 · Closed Feb 7, 2003
Role of 165 Madison Avenue, a Delaware L.P.: Party · Outcome: Case closed 2003-02-07 (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)
Goldstein v. Madison Avenue Development Corp. closed
United States Bankruptcy Court, D. Maryland · No. 99-05420 · Filed Apr 13, 1999 · Closed May 27, 2004
Role of Goldstein v. Madison Avenue Development Corp.: Party · Outcome: Case closed 2004-05-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
Wyrick v. Transamerica Life Insurance & Annuity Co closed
United States Bankruptcy Court, S.D. Georgia · No. 98-04269 · Filed Dec 7, 1998 · Closed May 24, 2001
Role of Wyrick v. Transamerica Life Insurance & Annuity Co: Party · Outcome: Case closed 2001-05-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Madison Avenue Business Trust closed
United States Bankruptcy Court, S.D. California · No. 98-09495 · Filed Jul 6, 1998 · Closed Jan 26, 1999
Role of Madison Avenue Business Trust: Party · Outcome: Case closed 1999-01-26 (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)
Madison Avenue Development Corp closed
United States Bankruptcy Court, S.D. Ohio · No. 1:98-bk-10501 · Filed Jan 29, 1998 · Closed Dec 9, 1999
Role of Madison Avenue Development Corp: Party · Outcome: Case closed 1999-12-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Madison Avenue Business Trust Dated January 14 closed
United States Bankruptcy Court, S.D. California · No. 97-12317 · Filed Aug 21, 1997 · Closed Feb 3, 1998
Role of Madison Avenue Business Trust Dated January 14: Party · Outcome: Case closed 1998-02-03 (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)
Barnard v. New York Life Insurance Company closed
United States Bankruptcy Court, E.D. New York · No. 8-97-08429 · Filed Jul 31, 1997 · Closed Apr 9, 1998
Role of New York Life Insurance Company: Defendant · Outcome: Case closed 1998-04-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the issuer's state (NY)
Leonard v. Stone Ridge Apartments closed
United States Bankruptcy Court, E.D. Michigan · No. 97-03018 · Filed Mar 13, 1997 · Closed Feb 20, 1998
Role of Leonard v. Stone Ridge Apartments: Party · Outcome: Case closed 1998-02-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
400 Madison Avenue Limited Partnership closed
United States Bankruptcy Court, S.D. New York · No. 96-45776 · Filed Oct 25, 1996 · Closed Sep 28, 1999
Role of 400 Madison Avenue Limited Partnership: Party · Outcome: Case closed 1999-09-28 (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)
Uecker v. New York Life Insurance Company closed
United States Bankruptcy Court, N.D. California · No. 96-03352 · Filed Aug 16, 1996 · Closed Apr 17, 1997
Role of New York Life Insurance Company: Defendant · Outcome: Case closed 1997-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CA (not the issuer's state)
Madison Avenue Land Limited Partnership closed
United States Bankruptcy Court, S.D. New York · No. 96-43548 · Filed Jul 2, 1996 · Closed Mar 21, 2005
Role of Madison Avenue Land Limited Partnership: Party · Outcome: Case closed 2005-03-21 (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)
Madison Avenue Development Corp closed
United States Bankruptcy Court, S.D. Ohio · No. 1:95-bk-13216 · Filed Aug 16, 1995 · Closed Nov 17, 1995
Role of Madison Avenue Development Corp: Party · Outcome: Case closed 1995-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Saun Gi, Inc. v. Madison Avenue C.K., Inc. closed
United States Bankruptcy Court, S.D. Iowa · No. 92-92245 · Filed Dec 31, 1992 · Closed Apr 29, 1993
Role of Saun Gi, Inc. v. Madison Avenue C.K., Inc.: Party · Outcome: Case closed 1993-04-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IA (not the issuer's state)
Whitaker v. Stone Ridge Homes Inc. closed
United States Bankruptcy Court, M.D. Florida · No. 3:92-ap-13561 · Filed Jul 27, 1992 · Closed Jun 28, 1993
Role of Whitaker v. Stone Ridge Homes Inc.: Party · Outcome: Case closed 1993-06-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
What was searched

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

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

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

4. Differences between public sources

No comparisons published

What is compared

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

25 differences found between the filings for Longtail — 10 worth asking about (compared the newest 50 of 163 filings on Oct 24, 2026; older filings not covered)

Worth asking · Mar 12, 2025

Amount sold went down between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 12, 2025 filing says $545,593,981 sold; the Mar 12, 2025 Form D/A says $505,329,837 sold — $40,264,144 less.

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

Sources
Worth asking · Mar 14, 2024

Amount sold went down between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 14, 2024 filing says $1,826,709,576 sold; the Mar 14, 2024 Form D/A says $505,539,837 sold — $1,321,169,739 less.

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

Sources
Worth asking · Mar 13, 2023

Amount sold went down between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 13, 2023 filing says $1,813,207,388 sold; the Mar 13, 2023 Form D/A says $505,129,837 sold — $1,308,077,551 less.

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

Sources
Worth asking · Mar 14, 2024 – Mar 12, 2025

Investor count went down between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 14, 2024 filing reports 151 investors; the Mar 12, 2025 Form D/A reports 2 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
Worth asking · Mar 9, 2022 – Mar 13, 2023

Investor count went down between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 9, 2022 filing reports 133 investors; the Mar 13, 2023 Form D/A reports 99 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
Worth asking · Mar 13, 2023

Investor count went down between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 13, 2023 filing reports 151 investors; the Mar 13, 2023 Form D/A reports 2 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
Worth asking · Dec 16, 1997 – Mar 24, 2026

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

Form D filed 169 days after the first sale — N.E. Toys Film LLC · Form D filed 8,641 days after the first sale — NEW YORK LIFE INSURANCE & ANNUITY CORP · Form D filed 8,729 days after the first sale — NEW YORK LIFE INSURANCE & ANNUITY CORP · Form D filed 10,312 days after the first sale — NEW YORK LIFE INSURANCE & ANNUITY CORP · Form D filed 2,224 days after the first sale — NEW YORK LIFE INSURANCE & ANNUITY CORP · and 4 more

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

Sources
Worth asking · Mar 13, 2023 – Mar 12, 2025

29 people are no longer listed on a later amendment

Theodore A. Mathas is no longer listed on the Mar 12, 2025 amendment — NEW YORK LIFE INSURANCE & ANNUITY CORP · Theodore A. Mathas is no longer listed on the Mar 12, 2025 amendment — NEW YORK LIFE INSURANCE & ANNUITY CORP · Theodore A. Mathas is no longer listed on the Mar 12, 2025 amendment — NEW YORK LIFE INSURANCE & ANNUITY CORP · Theodore A. Mathas is no longer listed on the Mar 12, 2025 amendment — NEW YORK LIFE INSURANCE & ANNUITY CORP · Mark J. Madgett is no longer listed on the Mar 12, 2025 amendment — NEW YORK LIFE INSURANCE & ANNUITY CORP · and 24 more

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

Sources
Worth asking · Sep 17, 2019 – Dec 21, 2023

2 separate companies in this group use the same name: "Longtail Insurance Holdings Ltd."

CIK 1786714 (first filed Sep 17, 2019, Hamilton, Bermuda (as filed: D0)); CIK 2005033 (first filed Dec 21, 2023, Hamilton, Bermuda (as filed: D0)).

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

Sources
Worth asking · Mar 16, 2009

2 separate companies in this group use the same name: "NEW YORK LIFE INSURANCE & ANNUITY CORP"

CIK 907593 (first filed Mar 16, 2009, New York, NY); CIK 727136 (first filed Mar 16, 2009, New York, NY).

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

Sources
Note · Mar 10, 2016 – Mar 11, 2026

54 role changes for the same people across filings

Michael McDonnell's role changed at NEW YORK LIFE INSURANCE & ANNUITY CORP: executive officer → executive officer, director · Michael McDonnell's role changed at NEW YORK LIFE INSURANCE & ANNUITY CORP: director → executive officer, director · Jodi Kravitz's role changed at NEW YORK LIFE INSURANCE & ANNUITY CORP: director → executive officer, director · Jodi Kravitz's role changed at NEW YORK LIFE INSURANCE & ANNUITY CORP: executive officer, director → director · Michael McDonnell's role changed at NEW YORK LIFE INSURANCE & ANNUITY CORP: executive officer, director → director · and 49 more

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

Sources
Note · May 23, 2025 – Jul 7, 2025

Offering amount changed between filings — Call Back Film LLC

The May 23, 2025 filing says $12,000,000 offered; the Jul 7, 2025 Form D/A says $16,500,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Mar 21, 2025 – Mar 28, 2025

Offering amount changed between filings — Hellblazer Endeavours LLC

The Mar 21, 2025 filing says $2,500,000 offered; the Mar 28, 2025 Form D/A says $5,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Dec 16, 1997 – Sep 25, 2025

14 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 — Longtail Feeder Fund III LP (latest filing Sep 25, 2025) · No amendment in the last 12 months on an offering that may still be open — Call Back Film LLC (latest filing Jul 7, 2025) · No amendment in the last 12 months on an offering that may still be open — WEF SLATE 1 LLC (latest filing May 13, 2025) · No amendment in the last 12 months on an offering that may still be open — NEW YORK LIFE INSURANCE & ANNUITY CORP (latest filing Mar 12, 2025) · No amendment in the last 12 months on an offering that may still be open — NEW YORK LIFE INSURANCE & ANNUITY CORP (latest filing Mar 12, 2025) · and 9 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
Note · Mar 16, 2009 – Mar 11, 2026

13 people are written more than one way across the filings

Erik A. Anderson is written 2 different ways on the filings · Craig Sabal is written 2 different ways on the filings · Thomas A. Hendry is written 2 different ways on the filings · Jodi Kravitz is written 2 different ways on the filings · Colleen A. Meade is written 2 different ways on the filings · and 8 more

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

Sources
Note · Dec 21, 2023 – Jan 16, 2025

Address moved from New York, NY to Hamilton, Bermuda (as filed: D0) — Longtail Insurance Holdings Ltd.

The people listed on the Dec 21, 2023 filing give New York, NY; on the Jan 16, 2025 filing they give Hamilton, Bermuda (as filed: D0). The address now on file (C/O Artex Fund Services Ltd., Wessex House, 3rd Floor, 45 Reid Street, Hamilton, Bermuda (as filed: D0)) is a registered-agent or shared-office address used by 3 issuers.

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

Sources
Note · Mar 14, 2024 – Mar 12, 2025

Minimum investment changed between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 14, 2024 filing lists a minimum of $250,000; the Mar 12, 2025 Form D/A lists $100,000,000.

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

Sources
Note · Mar 12, 2025

Minimum investment changed between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 12, 2025 filing lists a minimum of $100,000,000; the Mar 12, 2025 Form D/A lists $250,000.

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

Sources
Note · Mar 14, 2024

Minimum investment changed between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 14, 2024 filing lists a minimum of $100,000,000; the Mar 14, 2024 Form D/A lists $250,000.

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

Sources
Note · Mar 13, 2023

Minimum investment changed between filings — NEW YORK LIFE INSURANCE & ANNUITY CORP

The Mar 13, 2023 filing lists a minimum of $250,000; the Mar 13, 2023 Form D/A lists $100,000,000.

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

Sources
Note · Dec 15, 2023 – Sep 30, 2026

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

Address on file is a registered agent / shared office — Longtail Insurance Holdings Ltd. · Address on file is a registered agent / shared office — NEW YORK LIFE INSURANCE CO · Address on file is a registered agent / shared office — Longtail Insurance Holdings Ltd. · Address on file is a registered agent / shared office — Longtail Feeder Fund III LP · Address on file is a registered agent / shared office — Longtail Fund I LP · and 1 more

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

Sources
Note · Dec 18, 2018 – Sep 30, 2026

Member companies were formed in 4 different states

New York (6), Delaware (4), Cayman Islands (3), Bermuda (2) — out of 15 member issuers. The odd ones out: Madison Avenue Opportunities LLC (Delaware); Longtail Insurance Holdings Ltd. (Bermuda); Longtail Fund I LP (Cayman Islands); Longtail Feeder Fund II LP (Cayman Islands); New York Digital Investment Group LLC (Delaware); Longtail Feeder Fund III LP (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.

Sources
Note · Dec 18, 2018 – Sep 30, 2026

Member companies list addresses in 3 different states

NY (10), Cayman Islands (as filed: E9) (3), Bermuda (as filed: D0) (2). 9 members use a registered-agent or shared-office address: New York Life Insurance Co Pooled Separate Account 45-005 (51 Madison Avenue, New York, NY); Madison Avenue Opportunities LLC (510 Madison Avenue, 21st Floor, New York, NY); Longtail Insurance Holdings Ltd. (C/O Artex Fund Services Ltd, Wessex House, 3rd Floor, 45 Reid Street, Hamilton, Bermuda (as filed: D0)); Longtail Fund I LP (Cricket Square, Hutchins Drive, Grand Cayman, Cayman Islands (as filed: E9)).

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 · Dec 21, 2023 – Sep 30, 2026

Issuer used a different name before — Longtail Insurance Holdings Ltd.

SEC records list prior names for this filer: Short Tail Insurance Holdings Ltd.. The current name on file is "Longtail Insurance Holdings Ltd.".

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

Sources
Note · Mar 16, 2009 – Mar 11, 2026

Issuer used a different name before — NEW YORK LIFE INSURANCE & ANNUITY CORP

SEC records list prior names for this filer: NEW YORK LIFE INSURANCE AND ANNUITY CORP. The current name on file is "NEW YORK LIFE INSURANCE & ANNUITY CORP".

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

5. Money to insiders

10 of 45 offerings report sales commissions totalling $254,185,131; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 30, 2026 D
Longtail Insurance Holdings Ltd.
File 021-599386
$0$0$0None listed on this filingEDGAR ↗
Mar 24, 2026 D
N.E. Toys Film LLC
File 021-577483
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2026 D
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-576134
$51,178,310$0$0M Holdings Securities Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities Inc. (CRD 43285 ↗)

Clark Securities Inc. BrokerCheck CRD 43803 ↗
via Clark Securities Inc. (CRD 43803 ↗)

Northwestern Mutual Investment Services, LLC BrokerCheck CRD 2881 ↗
via Northwestern Mutual Investment Services, LLC (CRD 2881 ↗)

TBG Financial & Insurance Services BrokerCheck CRD 26984 ↗
via TBG Financial & Insurance Services (CRD 26984 ↗)

Executive Services Securities BrokerCheck CRD 25299 ↗
via Executive Services Securities (CRD 25299 ↗)

Tower Square Securities Inc. BrokerCheck CRD 833 ↗
via Tower Square Securities Inc. (CRD 833 ↗)

FAS Corp. BrokerCheck CRD 43536 ↗
via FAS Corp. (CRD 43536 ↗)

ValMark Securities, Inc. BrokerCheck CRD 31243 ↗
via ValMark Securities, Inc. (CRD 31243 ↗)

Newport Group Securities, Inc. BrokerCheck CRD 29722 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

NYLIFE Securities LLC BrokerCheck CRD 5167 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Douglas Forstrom BrokerCheck CRD 1155360 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

MAG Financial Inc. BrokerCheck CRD 36327 ↗
via MAG Financial Inc. (CRD 36327 ↗)

Manor House Capital, LLC BrokerCheck CRD 140863 ↗
via Manor House Capital, LLC (CRD 140863 ↗)

Lincoln Financial Advisors Corp. BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corp. (CRD 3978 ↗)

MML Investors Services, Inc. BrokerCheck CRD 10409 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗
via Deutsche Bank Securities Inc. (CRD 2525 ↗)

Ross Securities Corporation BrokerCheck CRD 113796 ↗
via Ross Securities Corporation (CRD 113796 ↗)

Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
via Park Avenue Securities LLC (CRD 46173 ↗)

Wealth Preservation Associates LLC BrokerCheck CRD 35277 ↗
via Wealth Preservation Associates LLC (CRD 35277 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

Oglivie Security Advisors Corporation BrokerCheck CRD 10105 ↗
via Oglivie Security Advisors Corporation (CRD 10105 ↗)

World Equity Group, Inc. BrokerCheck CRD 29087 ↗
via World Equity Group, Inc. (CRD 29087 ↗)

NYLINK Insurance Agency Incorporated no CRD number reported
via NYLIFE Securities, LLC (CRD 5167 ↗)

James M. Foyt BrokerCheck CRD 3152720 ↗
via Northwestern Mutual Investment Services, LLC (CRD 2881 ↗)

Russell H. Vandevelde BrokerCheck CRD 2030209 ↗
via Northwestern Mutual Investment Services, LLC (CRD 2881 ↗)

Phillip Pickett BrokerCheck CRD 4739154 ↗
via Northwestern Mutual Investment Services, LLC (CRD 2881 ↗)

Domenic Matthew Dipiero BrokerCheck CRD 4772723 ↗
via NCG Securities, LLC (CRD 160481 ↗)

Kestra Investment Services LLC BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)

MSI Financial Services Inc BrokerCheck CRD 14251 ↗
via MSI Financial Services Inc (CRD 14251 ↗)

UBS Financial Services Inc BrokerCheck CRD 8174 ↗
via UBS Financial Services Inc (CRD 8174 ↗)

OneAmerica Securities, Inc. BrokerCheck CRD 4173 ↗
via OneAmerica Securities, Inc. (CRD 4173 ↗)

Morgan Stanley Ins Services BrokerCheck CRD 149777 ↗
via Morgan Stanley Ins Services (CRD 149777 ↗)

MML Insurance Agency, Inc. BrokerCheck CRD 168638 ↗
via MML Insurance Agency, Inc. (CRD 168638 ↗)

Triad Insurance, Inc. BrokerCheck CRD 25803 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

USI Securities, Inc. BrokerCheck CRD 43793 ↗
via USI Securities, Inc. (CRD 43793 ↗)

Ascensus Broker Dealer Services, LLC BrokerCheck CRD 36478 ↗
via Ascensus Broker Dealer Services, LLC (CRD 36478 ↗)

Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)
EDGAR ↗
Mar 11, 2026 D
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-576136
$27,728,781$0$0M Holdings Securities Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities Inc. (CRD 43285 ↗)

ValMark Securities, Inc. BrokerCheck CRD 31243 ↗
via ValMark Securities, Inc. (CRD 31243 ↗)

Newport Group Securities, Inc. BrokerCheck CRD 29722 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

NFP Advisor Services, LLC BrokerCheck CRD 42046 ↗
via NFP Advisor Services, LLC (CRD 42046 ↗)

Executive Services Securities BrokerCheck CRD 25299 ↗
via Executive Services Securities (CRD 25299 ↗)

Tower Square Securities Inc. BrokerCheck CRD 833 ↗
via Tower Square Securities Inc. (CRD 833 ↗)

FAS Corp. BrokerCheck CRD 43536 ↗
via FAS Corp. (CRD 43536 ↗)

NYLIFE Securities, Inc. BrokerCheck CRD 5167 ↗
via NYLIFE Securities, Inc. (CRD 5167 ↗)

Douglas Forstrom BrokerCheck CRD 1155360 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Kestra Investment Services LLC BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)

UBS Financial Services BrokerCheck CRD 8174 ↗
via UBS Financial Services (CRD 8174 ↗)

Triad Insurance, Inc. BrokerCheck CRD 25803 ↗
via Triad Insurance, Inc. (CRD 25803 ↗)

Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Triad Advisors LLC BrokerCheck CRD 25803 ↗
via Triad Advisors LLC (CRD 25803 ↗)

USI Securities, Inc. BrokerCheck CRD 43793 ↗
via USI Securities, Inc. (CRD 43793 ↗)

Northwestern Mutual Investment Services BrokerCheck CRD 2881 ↗
via Northwestern Mutual Investment Services (CRD 2881 ↗)

Ascensus Broker Dealer Services, LLC BrokerCheck CRD 36478 ↗
via Ascensus Broker Dealer Services, LLC (CRD 36478 ↗)
EDGAR ↗
Mar 11, 2026 D
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-576137
$46,982,918$0$0Newport Group Securities Inc. BrokerCheck CRD 29722 ↗
via Newport Group Securities,Inc. (CRD 29722 ↗)

M Holdings Securities, Inc BrokerCheck CRD 43285 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Kestra Investment Services LLC. BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)

Northwestern Mutual Investment Services LLC BrokerCheck CRD 2881 ↗
via Northwestern Mutual Investment Services LLC (CRD 2881 ↗)

Morgan Stanley Insurance Services, Inc. BrokerCheck CRD 149777 ↗
via Morgan Stanley Insurance Services, Inc. (CRD 149777 ↗)

VALMARK SECURITIES, INC. BrokerCheck CRD 31243 ↗
via VALMARK SECURITIES, INC. (CRD 31243 ↗)

CARRIE HALL BrokerCheck CRD 1405784 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Triad Insurance, Inc. BrokerCheck CRD 25803 ↗
via Triad Advisors LLC. (CRD 25803 ↗)

Lion Street Financial LLC BrokerCheck CRD 165828 ↗
via Lion Street Financial LLC (CRD 165828 ↗)

USI Securities, Inc. BrokerCheck CRD 43793 ↗
via USI Securities, Inc. (CRD 43793 ↗)

Ascensus Broker Dealer Services, LLC BrokerCheck CRD 36478 ↗
via Ascensus Broker Dealer Services, LLC (CRD 36478 ↗)

Executive Insurance Agency BrokerCheck CRD 31243 ↗
via Valmark Securities, Inc. (CRD 31243 ↗)

The Leaders Group BrokerCheck CRD 37157 ↗
via The Leaders Group (CRD 37157 ↗)

Capacuity Securities Inc. BrokerCheck CRD 15384 ↗
via Capacuity Securities Inc. (CRD 15384 ↗)

OSAIC Wealth, Inc. BrokerCheck CRD 23131 ↗
via OSAIC Wealth, Inc. (CRD 23131 ↗)
EDGAR ↗
Mar 11, 2026 D
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-576205
$3,000,000$0$0Kenneth D. Miller no CRD number reported
via NYLIFE Securities Inc. (CRD 5167 ↗)

Raymond Schoenke no CRD number reported
via Schoenke & Associates Securities Corp (CRD 31245 ↗)

Clark Consulting no CRD number reported
via Clark Securities Inc. (CRD 43803 ↗)

TBG Financial& Insurance Services BrokerCheck CRD 26984 ↗
via TBG Financial & Insurance Services (CRD 26984 ↗)

Executive Services Securities BrokerCheck CRD 25299 ↗
via Executive Services Securities (CRD 25299 ↗)

Tower Square Securities Inc. BrokerCheck CRD 833 ↗
via Tower Square Securities Inc. (CRD 833 ↗)

FAS Corp. BrokerCheck CRD 43536 ↗
via FAS Corp. (CRD 43536 ↗)

ValMark Securities, Inc. BrokerCheck CRD 31243 ↗
via ValMark Securities, Inc. (CRD 31243 ↗)

Newport Group Securities, Inc. BrokerCheck CRD 29722 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

NYLIFE Securities LLC BrokerCheck CRD 5167 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Douglas Forstrom BrokerCheck CRD 1155360 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Triad Insurance, Inc. BrokerCheck CRD 25803 ↗
via Triad Insurance, Inc. (CRD 25803 ↗)

Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Lincoln Financial Advisors Corp. BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corp. (CRD 3978 ↗)

MML Investors Services, Inc. BrokerCheck CRD 10409 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗
via Deutsche Bank Securities Inc. (CRD 2525 ↗)

Ross Securities Corporation BrokerCheck CRD 113796 ↗
via Ross Securities Corporation (CRD 113796 ↗)

Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
via Park Avenue Securities LLC (CRD 46173 ↗)

M Holdings Securities Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities Inc. (CRD 43285 ↗)

Wealth Preservation Associates LLC BrokerCheck CRD 35277 ↗
via Wealth Preservation Associates LLC (CRD 35277 ↗)

NYLIFE Securities LLC BrokerCheck CRD 5167 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

Oglivie Security Advisors Corporation BrokerCheck CRD 10105 ↗
via Oglivie Security Advisors Corporation (CRD 10105 ↗)

World Equity Group, Inc. BrokerCheck CRD 29087 ↗
via World Equity Group, Inc. (CRD 29087 ↗)

LPL Financial LLC BrokerCheck CRD 6413 ↗
via LPL Financial LLC (CRD 6413 ↗)

Lion Street Financial BrokerCheck CRD 165828 ↗
via Lion Street Financial (CRD 165828 ↗)

Kestra Investment Services LLC BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)
EDGAR ↗
Mar 11, 2026 D
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-576206
$6,417,020$0$0Walnut Street Securities, Inc. BrokerCheck CRD 15840 ↗
via Walnut Street Securities, Inc. (CRD 15840 ↗)

Valmark Securities, Inc. BrokerCheck CRD 31243 ↗
via Valmark Securities, Inc. (CRD 31243 ↗)

Investors Capital Corporation BrokerCheck CRD 30613 ↗
via Investors Capital Corporation (CRD 30613 ↗)

Northwestern Mutual Investment Services, LLC BrokerCheck CRD 2881 ↗
via Northwestern Mutual Investment Services, Inc. (CRD 2881 ↗)

NYLINK Insurance Agency Incorporated no CRD number reported
via NYLIFE Securities, LLC (CRD 5167 ↗)

Royal Alliance Associates BrokerCheck CRD 23131 ↗
via Royal alliance Associates (CRD 23131 ↗)

American Portfolios Financial Services BrokerCheck CRD 18487 ↗
via American Portfolios Financial Services (CRD 18487 ↗)

New Investors World, Inc. BrokerCheck CRD 109356 ↗
via New Investors World, Inc. (CRD 109356 ↗)

NFP Securities, Inc. BrokerCheck CRD 42046 ↗
via NFP Securities, Inc. (CRD 42046 ↗)

Stern Capital LLC BrokerCheck CRD 131226 ↗
via Stern Capital LLC (CRD 131226 ↗)

First Montauk Securities Corp. BrokerCheck CRD 13755 ↗
via First Montauk Securities Corp. (CRD 13755 ↗)

MAG Financial Inc. BrokerCheck CRD 36327 ↗
via MAG Financial Inc. (CRD 36327 ↗)

Manor House Capital, LLC BrokerCheck CRD 140863 ↗
via Manor House Capital, LLC (CRD 140863 ↗)

Lincoln Financial Advisors Corp. BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corp. (CRD 3978 ↗)

MML Investors Services, Inc. BrokerCheck CRD 10409 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗
via Deutsche Bank Securities Inc. (CRD 2525 ↗)

Ross Securities Corporation BrokerCheck CRD 113796 ↗
via Ross Securities Corporation (CRD 113796 ↗)

Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
via Park Avenue Securities LLC (CRD 46173 ↗)

M Holdings Securities Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities Inc. (CRD 43285 ↗)

Wealth Preservation Associates LLC BrokerCheck CRD 35277 ↗
via Wealth Preservation Associates LLC (CRD 35277 ↗)

NYLIFE Securities LLC BrokerCheck CRD 5167 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

Oglivie Security Advisors Corporation BrokerCheck CRD 10105 ↗
via Oglivie Security Advisors Corporation (CRD 10105 ↗)

World Equity Group, Inc. BrokerCheck CRD 29087 ↗
via World Equity Group, Inc. (CRD 29087 ↗)

LPL Financial LLC BrokerCheck CRD 6413 ↗
via LPL Financial LLC (CRD 6413 ↗)

Lion Street Financial BrokerCheck CRD 165828 ↗
via Lion Street Financial (CRD 165828 ↗)

Kestra Investment Services LLC BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)
EDGAR ↗
Mar 11, 2026 D
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-576139
$9,337,339$0$0M Holdings Securities Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities Inc. (CRD 43285 ↗)

NYLIFE Securities LLC BrokerCheck CRD 5167 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Wachovia Insurance Services, Inc. BrokerCheck CRD 35419 ↗
via Wachovia Insurance Services, Inc. (CRD 35419 ↗)

GA Financial, Inc. BrokerCheck CRD 42293 ↗
via GA Financial, Inc. (CRD 42293 ↗)

NYLINK Insurance Agency Incorporated no CRD number reported
via NYLIFE Securities, LLC (CRD 5167 ↗)

Royal Alliance Associates BrokerCheck CRD 23131 ↗
via Royal alliance Associates (CRD 23131 ↗)

American Portfolios Financial Services BrokerCheck CRD 18487 ↗
via American Portfolios Financial Services (CRD 18487 ↗)

New Investors World, Inc. BrokerCheck CRD 109356 ↗
via New Investors World, Inc. (CRD 109356 ↗)

NFP Securities, Inc. BrokerCheck CRD 42046 ↗
via NFP Securities, Inc. (CRD 42046 ↗)

Stern Capital LLC BrokerCheck CRD 131226 ↗
via Stern Capital LLC (CRD 131226 ↗)

First Montauk Securities Corp. BrokerCheck CRD 13755 ↗
via First Montauk Securities Corp. (CRD 13755 ↗)

MAG Financial Inc. BrokerCheck CRD 36327 ↗
via MAG Financial Inc. (CRD 36327 ↗)

Manor House Capital, LLC BrokerCheck CRD 140863 ↗
via Manor House Capital, LLC (CRD 140863 ↗)

Lincoln Financial Advisors Corp. BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corp. (CRD 3978 ↗)

MML Investors Services, Inc. BrokerCheck CRD 10409 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗
via Deutsche Bank Securities Inc. (CRD 2525 ↗)

Ross Securities Corporation BrokerCheck CRD 113796 ↗
via Ross Securities Corporation (CRD 113796 ↗)

Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
via Park Avenue Securities LLC (CRD 46173 ↗)

Wealth Preservation Associates LLC BrokerCheck CRD 35277 ↗
via Wealth Preservation Associates LLC (CRD 35277 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

Oglivie Security Advisors Corporation BrokerCheck CRD 10105 ↗
via Oglivie Security Advisors Corporation (CRD 10105 ↗)

World Equity Group, Inc. BrokerCheck CRD 29087 ↗
via World Equity Group, Inc. (CRD 29087 ↗)

LPL Financial LLC BrokerCheck CRD 6413 ↗
via LPL Financial LLC (CRD 6413 ↗)

Lion Street Financial BrokerCheck CRD 165828 ↗
via Lion Street Financial (CRD 165828 ↗)
EDGAR ↗
Feb 12, 2026 D
NEW YORK LIFE INSURANCE CO
File 021-573469
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2026 D
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-572231
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2025 D/A
Longtail Insurance Holdings Ltd.
File 021-349055
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2025 D/A
Longtail Feeder Fund III LP
File 021-493244
$0$0$0None listed on this filingEDGAR ↗
Aug 1, 2025 D/A
Hellblazer Endeavours LLC
File 021-541779
$0$0$0None listed on this filingEDGAR ↗
Jul 7, 2025 D/A
Call Back Film LLC
File 021-547017
$0$0$0None listed on this filingEDGAR ↗
May 13, 2025 D
WEF SLATE 1 LLC
File 021-545830
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2025 D/A
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-72713-6N
$51,176,870$0$0M Holdings Securities Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities Inc. (CRD 43285 ↗)

Clark Securities Inc. BrokerCheck CRD 43803 ↗
via Clark Securities Inc. (CRD 43803 ↗)

Northwestern Mutual Investment Services, LLC BrokerCheck CRD 2881 ↗
via Northwestern Mutual Investment Services, LLC (CRD 2881 ↗)

TBG Financial & Insurance Services BrokerCheck CRD 26984 ↗
via TBG Financial & Insurance Services (CRD 26984 ↗)

Executive Services Securities BrokerCheck CRD 25299 ↗
via Executive Services Securities (CRD 25299 ↗)

Tower Square Securities Inc. BrokerCheck CRD 833 ↗
via Tower Square Securities Inc. (CRD 833 ↗)

FAS Corp. BrokerCheck CRD 43536 ↗
via FAS Corp. (CRD 43536 ↗)

ValMark Securities, Inc. BrokerCheck CRD 31243 ↗
via ValMark Securities, Inc. (CRD 31243 ↗)

Newport Group Securities, Inc. BrokerCheck CRD 29722 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

NYLIFE Securities LLC BrokerCheck CRD 5167 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Douglas Forstrom BrokerCheck CRD 1155360 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

MAG Financial Inc. BrokerCheck CRD 36327 ↗
via MAG Financial Inc. (CRD 36327 ↗)

Manor House Capital, LLC BrokerCheck CRD 140863 ↗
via Manor House Capital, LLC (CRD 140863 ↗)

Lincoln Financial Advisors Corp. BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corp. (CRD 3978 ↗)

MML Investors Services, Inc. BrokerCheck CRD 10409 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗
via Deutsche Bank Securities Inc. (CRD 2525 ↗)

Ross Securities Corporation BrokerCheck CRD 113796 ↗
via Ross Securities Corporation (CRD 113796 ↗)

Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
via Park Avenue Securities LLC (CRD 46173 ↗)

Wealth Preservation Associates LLC BrokerCheck CRD 35277 ↗
via Wealth Preservation Associates LLC (CRD 35277 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

Oglivie Security Advisors Corporation BrokerCheck CRD 10105 ↗
via Oglivie Security Advisors Corporation (CRD 10105 ↗)

World Equity Group, Inc. BrokerCheck CRD 29087 ↗
via World Equity Group, Inc. (CRD 29087 ↗)

NYLINK Insurance Agency Incorporated no CRD number reported
via NYLIFE Securities, LLC (CRD 5167 ↗)

James M. Foyt BrokerCheck CRD 3152720 ↗
via Northwestern Mutual Investment Services, LLC (CRD 2881 ↗)

Russell H. Vandevelde BrokerCheck CRD 2030209 ↗
via Northwestern Mutual Investment Services, LLC (CRD 2881 ↗)

Phillip Pickett BrokerCheck CRD 4739154 ↗
via Northwestern Mutual Investment Services, LLC (CRD 2881 ↗)

Domenic Matthew Dipiero BrokerCheck CRD 4772723 ↗
via NCG Securities, LLC (CRD 160481 ↗)

Kestra Investment Services LLC BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)

MSI Financial Services Inc BrokerCheck CRD 14251 ↗
via MSI Financial Services Inc (CRD 14251 ↗)

UBS Financial Services Inc BrokerCheck CRD 8174 ↗
via UBS Financial Services Inc (CRD 8174 ↗)

OneAmerica Securities, Inc. BrokerCheck CRD 4173 ↗
via OneAmerica Securities, Inc. (CRD 4173 ↗)

Morgan Stanley Ins Services BrokerCheck CRD 149777 ↗
via Morgan Stanley Ins Services (CRD 149777 ↗)

MML Insurance Agency, Inc. BrokerCheck CRD 168638 ↗
via MML Insurance Agency, Inc. (CRD 168638 ↗)

Triad Insurance, Inc. BrokerCheck CRD 25803 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

USI Securities, Inc. BrokerCheck CRD 43793 ↗
via USI Securities, Inc. (CRD 43793 ↗)

Ascensus Broker Dealer Services, LLC BrokerCheck CRD 36478 ↗
via Ascensus Broker Dealer Services, LLC (CRD 36478 ↗)
EDGAR ↗
Mar 12, 2025 D/A
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-49767
$8,718,339$0$0M Holdings Securities Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities Inc. (CRD 43285 ↗)

NYLIFE Securities LLC BrokerCheck CRD 5167 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Wachovia Insurance Services, Inc. BrokerCheck CRD 35419 ↗
via Wachovia Insurance Services, Inc. (CRD 35419 ↗)

GA Financial, Inc. BrokerCheck CRD 42293 ↗
via GA Financial, Inc. (CRD 42293 ↗)

NYLINK Insurance Agency Incorporated no CRD number reported
via NYLIFE Securities, LLC (CRD 5167 ↗)

Royal Alliance Associates BrokerCheck CRD 23131 ↗
via Royal alliance Associates (CRD 23131 ↗)

American Portfolios Financial Services BrokerCheck CRD 18487 ↗
via American Portfolios Financial Services (CRD 18487 ↗)

New Investors World, Inc. BrokerCheck CRD 109356 ↗
via New Investors World, Inc. (CRD 109356 ↗)

NFP Securities, Inc. BrokerCheck CRD 42046 ↗
via NFP Securities, Inc. (CRD 42046 ↗)

Stern Capital LLC BrokerCheck CRD 131226 ↗
via Stern Capital LLC (CRD 131226 ↗)

First Montauk Securities Corp. BrokerCheck CRD 13755 ↗
via First Montauk Securities Corp. (CRD 13755 ↗)

MAG Financial Inc. BrokerCheck CRD 36327 ↗
via MAG Financial Inc. (CRD 36327 ↗)

Manor House Capital, LLC BrokerCheck CRD 140863 ↗
via Manor House Capital, LLC (CRD 140863 ↗)

Lincoln Financial Advisors Corp. BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corp. (CRD 3978 ↗)

MML Investors Services, Inc. BrokerCheck CRD 10409 ↗
via MML Investors Services, Inc. (CRD 10409 ↗)

Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗
via Deutsche Bank Securities Inc. (CRD 2525 ↗)

Ross Securities Corporation BrokerCheck CRD 113796 ↗
via Ross Securities Corporation (CRD 113796 ↗)

Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
via Park Avenue Securities LLC (CRD 46173 ↗)

Wealth Preservation Associates LLC BrokerCheck CRD 35277 ↗
via Wealth Preservation Associates LLC (CRD 35277 ↗)

First Liberties Financial BrokerCheck CRD 14432 ↗
via First Liberties Financial (CRD 14432 ↗)

Oglivie Security Advisors Corporation BrokerCheck CRD 10105 ↗
via Oglivie Security Advisors Corporation (CRD 10105 ↗)

World Equity Group, Inc. BrokerCheck CRD 29087 ↗
via World Equity Group, Inc. (CRD 29087 ↗)

LPL Financial LLC BrokerCheck CRD 6413 ↗
via LPL Financial LLC (CRD 6413 ↗)

Lion Street Financial BrokerCheck CRD 165828 ↗
via Lion Street Financial (CRD 165828 ↗)
EDGAR ↗
Mar 12, 2025 D/A
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-255279
$26,036,135$0$0M Holdings Securities Inc. BrokerCheck CRD 43285 ↗
via M Holdings Securities Inc. (CRD 43285 ↗)

ValMark Securities, Inc. BrokerCheck CRD 31243 ↗
via ValMark Securities, Inc. (CRD 31243 ↗)

Newport Group Securities, Inc. BrokerCheck CRD 29722 ↗
via Newport Group Securities, Inc. (CRD 29722 ↗)

NFP Advisor Services, LLC BrokerCheck CRD 42046 ↗
via NFP Advisor Services, LLC (CRD 42046 ↗)

Executive Services Securities BrokerCheck CRD 25299 ↗
via Executive Services Securities (CRD 25299 ↗)

Tower Square Securities Inc. BrokerCheck CRD 833 ↗
via Tower Square Securities Inc. (CRD 833 ↗)

FAS Corp. BrokerCheck CRD 43536 ↗
via FAS Corp. (CRD 43536 ↗)

NYLIFE Securities, Inc. BrokerCheck CRD 5167 ↗
via NYLIFE Securities, Inc. (CRD 5167 ↗)

Douglas Forstrom BrokerCheck CRD 1155360 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Kestra Investment Services LLC BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)

UBS Financial Services BrokerCheck CRD 8174 ↗
via UBS Financial Services (CRD 8174 ↗)

Triad Insurance, Inc. BrokerCheck CRD 25803 ↗
via Triad Insurance, Inc. (CRD 25803 ↗)

Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Triad Advisors LLC BrokerCheck CRD 25803 ↗
via Triad Advisors LLC (CRD 25803 ↗)

USI Securities, Inc. BrokerCheck CRD 43793 ↗
via USI Securities, Inc. (CRD 43793 ↗)

Northwestern Mutual Investment Services BrokerCheck CRD 2881 ↗
via Northwestern Mutual Investment Services (CRD 2881 ↗)

Ascensus Broker Dealer Services, LLC BrokerCheck CRD 36478 ↗
via Ascensus Broker Dealer Services, LLC (CRD 36478 ↗)
EDGAR ↗
Mar 12, 2025 D/A
NEW YORK LIFE INSURANCE & ANNUITY CORP
File 021-362589
$23,609,419$0$0Newport Group Securities Inc. BrokerCheck CRD 29722 ↗
via Newport Group Securities,Inc. (CRD 29722 ↗)

M Holdings Securities, Inc BrokerCheck CRD 43285 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Kestra Investment Services LLC. BrokerCheck CRD 42046 ↗
via Kestra Investment Services LLC (CRD 42046 ↗)

Northwestern Mutual Investment Services LLC BrokerCheck CRD 2881 ↗
via Northwestern Mutual Investment Services LLC (CRD 2881 ↗)

Morgan Stanley Insurance Services, Inc. BrokerCheck CRD 149777 ↗
via Morgan Stanley Insurance Services, Inc. (CRD 149777 ↗)

VALMARK SECURITIES, INC. BrokerCheck CRD 31243 ↗
via VALMARK SECURITIES, INC. (CRD 31243 ↗)

CARRIE HALL BrokerCheck CRD 1405784 ↗
via NYLIFE Securities LLC (CRD 5167 ↗)

Triad Insurance, Inc. BrokerCheck CRD 25803 ↗
via Triad Advisors LLC. (CRD 25803 ↗)

Lion Street Financial LLC BrokerCheck CRD 165828 ↗
via Lion Street Financial LLC (CRD 165828 ↗)

USI Securities, Inc. BrokerCheck CRD 43793 ↗
via USI Securities, Inc. (CRD 43793 ↗)

Ascensus Broker Dealer Services, LLC BrokerCheck CRD 36478 ↗
via Ascensus Broker Dealer Services, LLC (CRD 36478 ↗)

Executive Insurance Agency BrokerCheck CRD 31243 ↗
via Valmark Securities, Inc. (CRD 31243 ↗)

The Leaders Group BrokerCheck CRD 37157 ↗
via The Leaders Group (CRD 37157 ↗)
EDGAR ↗
Mar 4, 2025 D/A
NEW YORK LIFE INSURANCE CO
File 021-267971
$0$0$0None listed on this filingEDGAR ↗
Feb 12, 2025 D
NEW YORK LIFE INSURANCE CO
File 021-538013
$0$0$0None listed on this filingEDGAR ↗
Jan 16, 2025 D/A
Longtail Insurance Holdings Ltd.
File 021-500468
$0$0$0None listed on this filingEDGAR ↗
Jan 16, 2025 D
Longtail Insurance Holdings Ltd.
File 021-535511
$0$0$0None listed on this filingEDGAR ↗
Sep 17, 2024 D/A
Longtail Fund I LP
File 021-349806
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2024 D
NEW YORK LIFE INSURANCE CO
File 021-505257
$0$0$0None listed on this filingEDGAR ↗
Dec 15, 2023 D/A
Longtail Feeder Fund II LP
File 021-425511
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2023 D
NEW YORK LIFE INSURANCE CO
File 021-473484
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2022 D
NEW YORK LIFE INSURANCE CO
File 021-431434
$0$0$0None listed on this filingEDGAR ↗
Dec 16, 2021 D
New York Digital Investment Group LLC
File 021-425271
$0$0$0
The use of proceeds is general corporate purposes.
None listed on this filingEDGAR ↗
Feb 16, 2021 D
NEW YORK LIFE INSURANCE CO
File 021-389538
$0$0$0NYLIFE Securities LLC BrokerCheck CRD 5167 ↗EDGAR ↗
Jan 28, 2020 D
NEW YORK LIFE INSURANCE CO
File 021-359143
$0$0$0NYLIFE Securities LLC BrokerCheck CRD 5167 ↗EDGAR ↗
Jan 22, 2019 D
NEW YORK LIFE INSURANCE CO
File 021-330990
$0$0$0NYLIFE SECURITIES LLC BrokerCheck CRD 5167 ↗EDGAR ↗
Dec 19, 2018 D/A
Madison Avenue Opportunities LLC
File 021-295480
$0$0$0
The Issuer's manager will receive a customary management fee, as described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Dec 18, 2018 D/A
New York Life Insurance Co Pooled Separate Account 45-005
File 021-229019
$0$0$0None listed on this filingEDGAR ↗
Dec 10, 2018 D
NEW YORK LIFE INSURANCE CO
File 021-327471
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2018 D/A
NEW YORK LIFE INSURANCE CO
File 021-259608
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2018 D
NEW YORK LIFE INSURANCE CO
File 021-303870
$0$0$0NYLife Securities LLC BrokerCheck CRD 5167 ↗EDGAR ↗
Jan 13, 2017 D
NEW YORK LIFE INSURANCE CO
File 021-278445
$0$0$0NYLIFE SECURITIES LLC BrokerCheck CRD 5167 ↗EDGAR ↗
Jan 13, 2016 D
NEW YORK LIFE INSURANCE CO
File 021-255022
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2015 D
NEW YORK LIFE INSURANCE CO
File 021-232221
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2014 D
NEW YORK LIFE INSURANCE CO
File 021-209979
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2013 D
NEW YORK LIFE INSURANCE CO
File 021-190239
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2012 D
NEW YORK LIFE INSURANCE CO
File 021-171838
$0$0$0None listed on this filingEDGAR ↗
Jan 18, 2011 D
NEW YORK LIFE INSURANCE CO
File 021-153890
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2010 D
NEW YORK LIFE INSURANCE CO
File 021-51875
$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 15 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 5 documents · 2 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

5 recorded documents and 2 ownership records matched to Longtail in the sources searched.

Partial release of mortgage New York City (Manhattan)
Document date: Jul 18, 2017 · Recorded: Jul 25, 2017 · Amount: not stated
Role as listed: first party (NEW YORK LIFE INSURANCE COMPANY) · Other parties: 100 WALL INVESTMENTS LLC
Parties as recorded (1)
  • 100 WALL INVESTMENTS LLC — second party

Property: Manhattan, NY — Block 38 Lot 17
Matched on: exact company name; Form D zip 10010. Source record (ACRIS document detail) ↗ · NYC Open Data row ↗ · NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · Retrieved Oct 24, 2026, 12:25 AM ET
Release New York City (Manhattan)
Document date: Jul 18, 2017 · Recorded: Jul 25, 2017 · Amount: not stated
Role as listed: first party (NEW YORK LIFE INSURANCE COMPANY) · Other parties: 100 WALL INVESTMENTS LLC
Parties as recorded (1)
  • 100 WALL INVESTMENTS LLC — second party

Property: Manhattan, NY — Block 38 Lot 17
Matched on: exact company name; Form D zip 10010. Source record (ACRIS document detail) ↗ · NYC Open Data row ↗ · NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · Retrieved Oct 24, 2026, 12:25 AM ET
Assignment of leases and rents New York City (Manhattan)
Document date: Jul 13, 2015 · Recorded: Aug 12, 2015 · Amount: $137,500,000
Role as listed: assignee (NEW YORK LIFE INSURANCE COMPANY) · Other parties: 100 WALL INVESTMENTS LLC
Parties as recorded (1)
  • 100 WALL INVESTMENTS LLC — assignor

Property: Manhattan, NY — Block 38 Lot 1; Block 38 Lot 17
Matched on: exact company name; Form D zip 10010. Source record (ACRIS document detail) ↗ · NYC Open Data row ↗ · NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · Retrieved Oct 24, 2026, 12:25 AM ET
Mortgage and consolidation agreement New York City (Manhattan)
Document date: Jul 13, 2015 · Recorded: Aug 12, 2015 · Amount: $137,500,000
Role as listed: mortgagee (NEW YORK LIFE INSURANCE COMPANY) · Other parties: 100 WALL INVESTMENTS LLC
Parties as recorded (1)
  • 100 WALL INVESTMENTS LLC — mortgagor

Property: Manhattan, NY — Block 38 Lot 17; Block 38 Lot 1
Matched on: exact company name; Form D zip 10010. Source record (ACRIS document detail) ↗ · NYC Open Data row ↗ · NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · Retrieved Oct 24, 2026, 12:25 AM ET
Mortgage New York City (Manhattan)
Document date: Jul 13, 2015 · Recorded: Aug 12, 2015 · Amount: $21,669,524
Role as listed: mortgagee (NEW YORK LIFE INSURANCE COMPANY) · Other parties: 100 WALL INVESTMENTS LLC
Parties as recorded (1)
  • 100 WALL INVESTMENTS LLC — mortgagor

Property: Manhattan, NY — Block 38 Lot 1; Block 38 Lot 17
Matched on: exact company name; Form D zip 10010. Source record (ACRIS document detail) ↗ · NYC Open Data row ↗ · NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · Retrieved Oct 24, 2026, 12:25 AM ET
Owner of record Dallas County TX
Parcel 99000000216084250 · FARMERS BRANCH, TX · Roll 2026
Owner as listed: NEW YORK LIFE INSURANCE CO
Matched on: exact company name; recorded in NJ, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 99200229500121250 · ADDISON, TX · Roll 2026
Owner as listed: NEW YORK LIFE INSURANCE COMPANY
Matched on: exact company name; Form D zip 10010. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). 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 ↗NY NEW YORK LIFE INSURANCE & ANNUITY CORPshared people, director listed on many unrelated issuers (not used to group)NEW YORK, NYInsurance74$3,033,110,297227$250,0002009–2026
EDGAR ↗NY NEW YORK LIFE INSURANCE & ANNUITY CORPshared people, director listed on many unrelated issuers (not used to group)NEW YORK, NYInsurance20$136,299,569120$100,0002009–2026
EDGAR ↗NY NEW YORK LIFE INSURANCE COshared people, director listed on many unrelated issuers (not used to group)NEW YORK, NYInsurance30$2,064,179,530
offering Indefinite · similar: $750,000–$13,000,000
319
similar: 1–13
$1
similar: $6,403–$560,000
2010–2026
EDGAR ↗NY New York Life Insurance Co Pooled Separate Account 45-005shared people, director listed on many unrelated issuers (not used to group)NEW YORK, NYInsurance5$327,758,840
offering Indefinite · similar: $750,000–$13,000,000
3
similar: 1–13
No minimum reported
similar: $6,403–$560,000
2014–2018
EDGAR ↗MA Madison Avenue Opportunities LLCshared people, same person name on both filings, shared management entityNEW YORK, NYPooled Investment Fund2$40,321,280
offering Indefinite · similar: $155,000–$5,250,000
197
similar: 4–27
$25,000
similar: $1,000–$100,000
2017–2018
EDGAR ↗LI Longtail Insurance Holdings Ltd.shared people, same person name on both filings, shared management entity, similar issuer namesHAMILTON, Bermuda (as filed: D0)Insurance8$961,942,080
offering Indefinite · similar: $750,000–$13,000,000
183
similar: 1–13
$5,000,000
similar: $6,403–$560,000
2019–2025
EDGAR ↗LF Longtail Fund I LPshared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund6$50,816,776
offering Indefinite · similar: $155,000–$5,250,000
18
similar: 4–27
$100,000
similar: $1,000–$100,000
2019–2024
EDGAR ↗NY New York Digital Investment Group LLCshared peopleNEW YORK, NYOther Banking and Financial Services1$767,253,170
offering $1,017,253,170 · similar: $2,144,500–$20,220,000
108
similar: 2–24
No minimum reported
similar: $10,000–$100,000
2021–2021
EDGAR ↗LF Longtail Feeder Fund II LPshared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund3$10,638,585
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗LF Longtail Feeder Fund III LPshared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund3$33,368,352
offering Indefinite · similar: $155,000–$5,250,000
103
similar: 4–27
$100,000
similar: $1,000–$100,000
2023–2025
EDGAR ↗LI Longtail Insurance Holdings Ltd.shared people, shared management entity, similar issuer namesHAMILTON, Bermuda (as filed: D0)Insurance4$544,960,000
offering $750,000,000 · similar: $750,000–$13,000,000
89
similar: 1–13
No minimum reported
similar: $6,403–$560,000
2023–2026
EDGAR ↗HE Hellblazer Endeavours LLCshared people, same business addressNEW YORK, NYOther3$5,000,000
offering $5,000,000 · similar: $500,000–$7,000,000
23
similar: 2–14
$100,000
similar: $5,000–$50,000
2025–2025
EDGAR ↗WS WEF SLATE 1 LLCshared people, same business addressNEW YORK, NYOther1$4,800,000
offering $30,000,000 · similar: $500,000–$7,000,000
3
similar: 2–14
$100,000
similar: $5,000–$50,000
2025–2025
EDGAR ↗CB Call Back Film LLCshared people, same business addressNEW YORK, NYOther2$10,900,000
offering $16,500,000 · similar: $500,000–$7,000,000
4
similar: 2–14
$100,000
similar: $5,000–$50,000
2025–2025
EDGAR ↗NE N.E. Toys Film LLCshared people, same business addressNEW YORK, NYOther1$19,175,000
offering $19,175,000 · similar: $500,000–$7,000,000
2
similar: 2–14
$50,000
similar: $5,000–$50,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(b) (687 filings); Pooled Investment Fund / 506(b) (83,801 filings); Other Banking and Financial Services / 506(b) (1,630 filings); Other / 506(b) (18,678 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 ↗Sep 30, 2026Longtail Insurance Holdings Ltd.DInsurance$750,000,000$416,188,472
EDGAR ↗Mar 24, 2026N.E. Toys Film LLCDOther$19,175,000$19,175,000
EDGAR ↗Mar 11, 2026NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$136,299,569
EDGAR ↗Mar 11, 2026NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$505,329,837
EDGAR ↗Mar 11, 2026NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$545,593,981
EDGAR ↗Mar 11, 2026NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$3,033,110,297
EDGAR ↗Mar 11, 2026NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$2,016,462,443
EDGAR ↗Mar 11, 2026NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$1,837,269,784
EDGAR ↗Feb 12, 2026NEW YORK LIFE INSURANCE CODInsuranceIndefinite$849,611
EDGAR ↗Feb 3, 2026NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$1,702,641,383
EDGAR ↗Dec 5, 2025Longtail Insurance Holdings Ltd.D/AInsuranceIndefinite$961,942,080
EDGAR ↗Sep 25, 2025Longtail Feeder Fund III LPD/APooled Investment FundIndefinite$33,368,352
EDGAR ↗Aug 1, 2025Hellblazer Endeavours LLCD/AOther$5,000,000$5,000,000
EDGAR ↗Jul 7, 2025Call Back Film LLCD/AOther$16,500,000$10,900,000
EDGAR ↗May 23, 2025Call Back Film LLCDOther$12,000,000$4,800,000
EDGAR ↗May 13, 2025WEF SLATE 1 LLCDOther$30,000,000$4,800,000
EDGAR ↗Mar 28, 2025Hellblazer Endeavours LLCD/AOther$5,000,000$2,500,000
EDGAR ↗Mar 21, 2025Hellblazer Endeavours LLCDOther$2,500,000$2,500,000
EDGAR ↗Mar 12, 2025NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$135,351,413
EDGAR ↗Mar 12, 2025NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$2,362,250,139
EDGAR ↗Mar 12, 2025NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,991,085,527
EDGAR ↗Mar 12, 2025NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,830,489,296
EDGAR ↗Mar 12, 2025NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$505,329,837
EDGAR ↗Mar 12, 2025NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 4, 2025NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$2,064,179,530
EDGAR ↗Feb 12, 2025NEW YORK LIFE INSURANCE CODInsuranceIndefinite$863,560
EDGAR ↗Jan 16, 2025Longtail Insurance Holdings Ltd.D/AInsurance$1,000,000,000$544,960,000
EDGAR ↗Jan 16, 2025Longtail Insurance Holdings Ltd.DInsurance$500,000,000$35,250,000
EDGAR ↗Dec 6, 2024Longtail Insurance Holdings Ltd.D/AInsuranceIndefinite$900,602,202
EDGAR ↗Sep 25, 2024Longtail Feeder Fund III LPD/APooled Investment FundIndefinite$12,498,388
EDGAR ↗Sep 17, 2024Longtail Fund I LPD/APooled Investment FundIndefinite$50,816,776
EDGAR ↗Mar 14, 2024NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$132,819,829
EDGAR ↗Mar 14, 2024NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$505,539,837
EDGAR ↗Mar 14, 2024NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,826,709,576
EDGAR ↗Mar 14, 2024NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$2,029,235,097
EDGAR ↗Mar 14, 2024NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,958,652,155
EDGAR ↗Mar 14, 2024NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Feb 22, 2024NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$2,064,179,530
EDGAR ↗Feb 14, 2024NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 21, 2023Longtail Insurance Holdings Ltd.DInsurance$1,000,000,000$0
EDGAR ↗Dec 15, 2023Longtail Feeder Fund II LPD/APooled Investment FundIndefinite$10,638,585
EDGAR ↗Dec 6, 2023Longtail Insurance Holdings Ltd.D/AInsuranceIndefinite$626,723,004
EDGAR ↗Sep 28, 2023Longtail Feeder Fund III LPDPooled Investment FundIndefinite$0
EDGAR ↗Sep 19, 2023Longtail Fund I LPD/APooled Investment FundIndefinite$50,036,776
EDGAR ↗Mar 13, 2023NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$129,951,729
EDGAR ↗Mar 13, 2023NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 13, 2023NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$505,129,837
EDGAR ↗Mar 13, 2023NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,813,207,388
EDGAR ↗Mar 13, 2023NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,049,647,424
EDGAR ↗Mar 13, 2023NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,904,839,459
EDGAR ↗Mar 13, 2023NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$2,064,179,530
EDGAR ↗Feb 14, 2023NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 16, 2022Longtail Feeder Fund II LPD/APooled Investment FundIndefinite$9,675,601
EDGAR ↗Dec 6, 2022Longtail Insurance Holdings Ltd.D/AInsuranceIndefinite$517,579,919
EDGAR ↗Sep 20, 2022Longtail Fund I LPD/APooled Investment FundIndefinite$38,131,129
EDGAR ↗Mar 9, 2022NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$117,665,544
EDGAR ↗Mar 9, 2022NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$505,101,081
EDGAR ↗Mar 9, 2022NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$958,266,207
EDGAR ↗Mar 9, 2022NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,786,273,548
EDGAR ↗Mar 9, 2022NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,799,736,989
EDGAR ↗Mar 9, 2022NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Feb 16, 2022NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$1,954,494,385
EDGAR ↗Jan 31, 2022NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 17, 2021Longtail Feeder Fund II LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 16, 2021New York Digital Investment Group LLCDOther Banking and Financial Services$1,017,253,170$767,253,170
EDGAR ↗Dec 7, 2021Longtail Insurance Holdings Ltd.D/AInsuranceIndefinite$260,713,775
EDGAR ↗Sep 22, 2021Longtail Fund I LPD/APooled Investment FundIndefinite$21,996,435
EDGAR ↗Sep 16, 2021Longtail Insurance Holdings Ltd.D/AInsurance$500,000,000$194,213,685
EDGAR ↗Mar 15, 2021NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$117,665,544
EDGAR ↗Mar 15, 2021NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 15, 2021NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$505,081,951
EDGAR ↗Mar 15, 2021NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$70,411,497
EDGAR ↗Mar 15, 2021NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,654,866,194
EDGAR ↗Mar 15, 2021NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,794,596,507
EDGAR ↗Feb 16, 2021NEW YORK LIFE INSURANCE CODInsuranceIndefinite$442,831
EDGAR ↗Feb 9, 2021NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$1,954,494,385
EDGAR ↗Sep 25, 2020Longtail Fund I LPD/APooled Investment FundIndefinite$3,178,302
EDGAR ↗Sep 16, 2020Longtail Insurance Holdings Ltd.D/AInsurance$500,000,000$456,482,512
EDGAR ↗Mar 11, 2020NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$116,439,039
EDGAR ↗Mar 11, 2020NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$0
EDGAR ↗Mar 11, 2020NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 11, 2020NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$504,233,303
EDGAR ↗Mar 11, 2020NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,539,257,109
EDGAR ↗Mar 11, 2020NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,778,056,498
EDGAR ↗Feb 12, 2020NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$1,158,570,670
EDGAR ↗Jan 28, 2020NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Sep 27, 2019Longtail Fund I LPDPooled Investment FundIndefinite$0
EDGAR ↗Sep 17, 2019Longtail Insurance Holdings Ltd.DInsurance$500,000,000$0
EDGAR ↗Mar 8, 2019NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$114,844,445
EDGAR ↗Mar 8, 2019NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 8, 2019NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$503,131,748
EDGAR ↗Mar 8, 2019NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$427,882,618
EDGAR ↗Mar 8, 2019NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,768,838,698
EDGAR ↗Feb 13, 2019NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$200,000,000
EDGAR ↗Jan 22, 2019NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 19, 2018Madison Avenue Opportunities LLCD/APooled Investment FundIndefinite$40,321,280
EDGAR ↗Dec 18, 2018New York Life Insurance Co Pooled Separate Account 45-005D/AInsuranceIndefinite$327,758,840
EDGAR ↗Dec 10, 2018NEW YORK LIFE INSURANCE CODInsuranceIndefinite$22,325,000
EDGAR ↗Mar 19, 2018NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$51,328,964
EDGAR ↗Mar 14, 2018NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$112,849,645
EDGAR ↗Mar 12, 2018NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$112,849,645
EDGAR ↗Mar 12, 2018NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$112,849,645
EDGAR ↗Mar 12, 2018NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 12, 2018NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$502,360,663
EDGAR ↗Mar 12, 2018NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$311,998,282
EDGAR ↗Mar 12, 2018NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,749,077,152
EDGAR ↗Feb 14, 2018NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$200,000,000
EDGAR ↗Jan 23, 2018NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jan 3, 2018New York Life Insurance Co Pooled Separate Account 45-005D/AInsuranceIndefinite$327,758,840
EDGAR ↗Sep 27, 2017Madison Avenue Opportunities LLCDPooled Investment FundIndefinite$0
EDGAR ↗Mar 17, 2017NEW YORK LIFE INSURANCE COD/AInsuranceIndefinite$0
EDGAR ↗Mar 13, 2017NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$110,445,801
EDGAR ↗Mar 13, 2017NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 13, 2017NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$500,484,661
EDGAR ↗Mar 13, 2017NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$117,427,846
EDGAR ↗Mar 13, 2017NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,723,614,225
EDGAR ↗Jan 13, 2017NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jan 4, 2017New York Life Insurance Co Pooled Separate Account 45-005D/AInsuranceIndefinite$327,758,840
EDGAR ↗Jul 29, 2016NEW YORK LIFE INSURANCE CODInsuranceIndefinite$200,000,000
EDGAR ↗Mar 18, 2016NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Mar 10, 2016NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$107,809,170
EDGAR ↗Mar 10, 2016NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 10, 2016NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$493,123,123
EDGAR ↗Mar 10, 2016NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$83,503,545
EDGAR ↗Mar 10, 2016NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,681,031,549
EDGAR ↗Jan 15, 2016NEW YORK LIFE INSURANCE & ANNUITY CORPDInsuranceIndefinite$83,503,545
EDGAR ↗Jan 13, 2016NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Nov 23, 2015New York Life Insurance Co Pooled Separate Account 45-005D/AInsuranceIndefinite$216,000,000
EDGAR ↗Mar 13, 2015NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$105,492,532
EDGAR ↗Mar 13, 2015NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 13, 2015NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$491,322,762
EDGAR ↗Mar 13, 2015NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,635,590,649
EDGAR ↗Jan 14, 2015NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Nov 25, 2014New York Life Insurance Co Pooled Separate Account 45-005DInsuranceIndefinite$101,000,000
EDGAR ↗Mar 13, 2014NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$100,955,858
EDGAR ↗Mar 13, 2014NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 13, 2014NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$488,680,590
EDGAR ↗Mar 13, 2014NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,490,269,358
EDGAR ↗Jan 14, 2014NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Mar 13, 2013NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$96,218,092
EDGAR ↗Mar 13, 2013NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 13, 2013NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$454,130,343
EDGAR ↗Mar 13, 2013NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,335,328,230
EDGAR ↗Jan 15, 2013NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Mar 14, 2012NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,202,089,968
EDGAR ↗Mar 14, 2012NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 14, 2012NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$91,313,230
EDGAR ↗Mar 14, 2012NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$473,794,989
EDGAR ↗Jan 13, 2012NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Mar 14, 2011NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$664,367,368
EDGAR ↗Mar 14, 2011NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$85,859,609
EDGAR ↗Mar 14, 2011NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$1,062,718,184
EDGAR ↗Mar 14, 2011NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Jan 18, 2011NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Mar 11, 2010NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981
EDGAR ↗Mar 11, 2010NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$839,423,211
EDGAR ↗Mar 11, 2010NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$324,297,898
EDGAR ↗Mar 11, 2010NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$79,439,957
EDGAR ↗Jan 14, 2010NEW YORK LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Mar 16, 2009NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$222,017,079
EDGAR ↗Mar 16, 2009NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$73,030,516
EDGAR ↗Mar 16, 2009NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$694,981,591
EDGAR ↗Mar 16, 2009NEW YORK LIFE INSURANCE & ANNUITY CORPD/AInsuranceIndefinite$545,593,981

Activity: 10 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 Sep 30, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Insurance (2009–2017), Pooled Investment Fund (2017), Insurance (2018–2019), Pooled Investment Fund (2019), Insurance (2020–2021), Other Banking and Financial Services (2021), Pooled Investment Fund (2021), Insurance (2022–2023), Pooled Investment Fund (2023), Insurance (2023–2025), Other (2025), Insurance (2026), Other (2026). Latest offering: Insurance (Sep 30, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
RT Richard TaylorDirector, Executive Officer6Sep 27, 2017 → Sep 30, 2026
RG Robert GutmannExecutive Officer, Director6Dec 19, 2018 → Mar 24, 2026
TM Theodore A. MathasExecutive Officer, Director5Mar 16, 2009 → Mar 14, 2024
CD Craig L. DeSantoExecutive Officer, Director4Mar 11, 2010 → Mar 11, 2026
TH Thomas A. HendryExecutive Officer, Director4Jan 14, 2014 → Mar 11, 2026
AM Amy MillerDirector, Executive Officer4Jan 15, 2016 → Mar 11, 2026
AM Anthony R. MalloyDirector, Executive Officer4Mar 17, 2017 → Mar 12, 2025
MM Mark J. MadgettDirector, Executive Officer4Jan 13, 2016 → Mar 4, 2025
JS Joel M. SteinbergExecutive Officer, Director4Mar 16, 2009 → Mar 11, 2020
MG Matthew GroveExecutive Officer, Director4Mar 13, 2014 → Mar 11, 2020
DC David CruzExecutive Officer4Mar 13, 2015 → Feb 12, 2020
JF John T. FleurantExecutive Officer, Director4Mar 14, 2011 → Mar 8, 2019
JK John Y. KimExecutive Officer, Director4Mar 16, 2009 → Feb 13, 2019
CB Christopher O. BluntExecutive Officer, Director4Mar 16, 2009 → Feb 14, 2018
ST Susan A. ThropeExecutive Officer4Jan 14, 2010 → Mar 18, 2016
MP Mark W. PfaffExecutive Officer4Mar 16, 2009 → Nov 23, 2015
SR Stone Ridge Holdings Group LLC entityPromoter3Sep 27, 2017 → Sep 30, 2026
BL Benjamin LawskyDirector3Sep 17, 2019 → Sep 30, 2026
RG Robert M. GardnerExecutive Officer, Director3Mar 14, 2011 → Mar 11, 2026
EF Eric FeldsteinExecutive Officer, Director3Jan 28, 2020 → Mar 11, 2026
MM Michael McDonnellExecutive Officer, Director3Mar 9, 2022 → Mar 11, 2026
EA Erik A. AndersonExecutive Officer, Director3Feb 12, 2025 → Mar 11, 2026
SR Stone Ridge Asset Management LLC entityPromoter3Sep 27, 2019 → Sep 25, 2025
AC Alexander I. CookDirector, Executive Officer3Mar 12, 2018 → Mar 4, 2025
EB Elizabeth K. BrillExecutive Officer, Director3Jan 28, 2020 → Mar 14, 2024
FB Frank M. BoccioExecutive Officer3Mar 16, 2009 → Mar 13, 2014
PP Paul T. PasterisExecutive Officer3Jan 14, 2010 → Mar 13, 2014
MS Michael E. SprouleExecutive Officer3Mar 16, 2009 → Mar 13, 2013
SG Solomon GoldfingerExecutive Officer3Mar 16, 2009 → Mar 14, 2012
RW Richard J. WitterscheinExecutive Officer3Mar 16, 2009 → Mar 14, 2012
JC John A. CullenExecutive Officer3Mar 16, 2009 → Mar 14, 2011
ES Eileen T. SlevinExecutive Officer3Mar 16, 2009 → Mar 14, 2011
GW Gary E. WendlandtExecutive Officer, Director3Mar 16, 2009 → Mar 11, 2010
YZ Yan ZhaoDirector, Executive Officer2Dec 16, 2021 → Sep 30, 2026
DH David B. HellerDirector2Dec 16, 2021 → Sep 30, 2026
JR Janis C. RubinExecutive Officer2Mar 13, 2015 → Mar 11, 2026
CS Craig SabalDirector2Feb 3, 2026 → Mar 11, 2026
CM Colleen A. MeadeExecutive Officer2Mar 11, 2020 → Mar 11, 2026
JK Jodi KravitzDirector, Executive Officer2Mar 9, 2022 → Mar 11, 2026
MG Michael A. GambleExecutive Officer2Mar 9, 2022 → Mar 11, 2026
TS Thomas C. SchievelbeinDirector2Jan 14, 2010 → Feb 12, 2026
MF Mark L. FeidlerDirector2Jan 14, 2010 → Feb 12, 2026
RV Ralph de la VegaDirector2Jan 18, 2011 → Feb 12, 2026
RC Robert B. CarterDirector2Jan 13, 2016 → Feb 12, 2026
DK Donna H. KinnairdDirector2Jan 3, 2018 → Feb 12, 2026
MS Mike SapnarDirector, Executive Officer2Dec 6, 2022 → Dec 5, 2025
FH Frank J. HarteDirector2Mar 13, 2017 → Mar 12, 2025
MB Michele G. BuckDirector2Jan 14, 2014 → Mar 4, 2025
MW Matthew D. WionDirector2Jan 15, 2016 → Mar 14, 2024
SD Sheila K. DavidsonExecutive Officer2Jan 14, 2010 → Feb 22, 2024
ES Edward D. ShirleyDirector2Nov 23, 2015 → Feb 22, 2024
GS Gerald B. SmithDirector2Jan 15, 2013 → Mar 13, 2023
SB Sara L. BadlerExecutive Officer2Mar 11, 2020 → Mar 13, 2023
YH Yie-Hsin HungExecutive Officer2Mar 17, 2017 → Feb 16, 2022
PB Patricia L. BarbariExecutive Officer2Jan 14, 2014 → Jan 31, 2022
RS ROSS L. STEVENSDirector, Executive Officer2Sep 17, 2019 → Dec 16, 2021
TE Thomas F. EnglishExecutive Officer2Mar 16, 2009 → Mar 15, 2021
CA Christopher T. AsheExecutive Officer, Director2Mar 14, 2012 → Mar 15, 2021
DB Dawn BehrensExecutive Officer2Mar 11, 2020 → Mar 15, 2021
BA Betty C. AlewineDirector2Jan 14, 2010 → Feb 16, 2021

Adviser registration (Form ADV)

STONE RIDGE ASSET MANAGEMENT LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Oct 10, 2012 · SEC file 801-77228 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $36,336,039,429 as reported on Form ADV filed Aug 24, 2026 (Item 5.F(2)(c)) · 72 accounts (Item 5.F(2)(f))

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

Item 11 disclosure questions as answered on Form ADV filed Aug 24, 2026: 1 of 24 answered “Yes”
  • Yes — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • Yes (1 disclosure reported) — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 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), issuer filed in E9 · 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 Longtail 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 Longtail's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #38,284 of 374,652 in line (14 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.