PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:51 PM ET

Sponsor Check › Sponsor group

Marathon Ucits

5 issuers linked to one sponsor · DUBLIN, L2

Grouped because: 9 shared people, same business address (5 issuers), similar issuer names (5) · 5 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) ·Not the same sponsor? Request a correction

5issuers
68Form D filings
$5,604,982,189total sold (sum of latest per issuer)
149investors (sum of max per issuer)
2009–2026active
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Jun 15, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. 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

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. — not yet searched; 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: not yet searched.

Not yet searched.

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3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. 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 public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5. Money to insiders and sales commissions

0 of 5 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Jun 15, 2026 D/A
File 021-130864
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Advisor as provided for in the Issuer's offering material.
None listed on this filing
EDGAR ↗Jun 15, 2026 D/A
File 021-207545
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Advisor as provided for in the Issuer's offering material.
None listed on this filing
EDGAR ↗Jun 15, 2026 D/A
File 021-207543
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Advisor as provided for in the Issuer's offering material.
None listed on this filing
EDGAR ↗Jun 15, 2026 D/A
File 021-207541
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering material.
None listed on this filing
EDGAR ↗Jun 15, 2026 D/A
File 021-406392
$0$0$0 (est.)
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering material.
None listed on this filing

As reported by the issuer on Form D (Items 12–15), 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 5 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

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

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). 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 yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 23, 2026, 11:51 PM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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 ↗Marathon UCITS Funds - International Equity Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN, L2Pooled Investment Fund19$2,952,081,271
offering Indefinite · similar: $155,000–$5,250,000
77
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2009–2026
EDGAR ↗Marathon UCITS Funds - European Equity Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN, L2Pooled Investment Fund14$549,198,198
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2013–2026
EDGAR ↗Marathon UCITS Funds - Japan Equity Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN, L2Pooled Investment Fund14$1,808,408,986
offering Indefinite · similar: $155,000–$5,250,000
29
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2013–2026
EDGAR ↗Marathon UCITS Funds - Emerging Markets Equity Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN, L2Pooled Investment Fund14$268,399,511
offering Indefinite · similar: $155,000–$5,250,000
19
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2013–2026
EDGAR ↗Marathon UCITS Fund - Global Equity Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN, L2Pooled Investment Fund7$608,334,269
offering Indefinite · similar: $155,000–$5,250,000
16
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2021–2026

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

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jun 15, 2026Marathon UCITS Fund - Global Equity FundD/APooled Investment FundIndefinite$608,334,269
EDGAR ↗Jun 15, 2026Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$268,399,511
EDGAR ↗Jun 15, 2026Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,228,968,371
EDGAR ↗Jun 15, 2026Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$547,198,767
EDGAR ↗Jun 15, 2026Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,952,081,271
EDGAR ↗May 30, 2025Marathon UCITS Fund - Global Equity FundD/APooled Investment FundIndefinite$538,313,269
EDGAR ↗May 30, 2025Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$169,895,133
EDGAR ↗May 30, 2025Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,289,643,037
EDGAR ↗May 30, 2025Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$505,549,245
EDGAR ↗May 30, 2025Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,939,581,271
EDGAR ↗Dec 31, 2024Marathon UCITS Fund - Global Equity FundD/APooled Investment FundIndefinite$538,313,269
EDGAR ↗Dec 31, 2024Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$169,895,133
EDGAR ↗Dec 31, 2024Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,289,643,037
EDGAR ↗Dec 31, 2024Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$505,549,245
EDGAR ↗Dec 31, 2024Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,939,581,271
EDGAR ↗Dec 14, 2023Marathon UCITS Fund - Global Equity FundD/APooled Investment FundIndefinite$355,100,343
EDGAR ↗Dec 14, 2023Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$163,196,226
EDGAR ↗Dec 14, 2023Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,263,185,902
EDGAR ↗Dec 13, 2023Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$493,064,712
EDGAR ↗Dec 13, 2023Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,936,581,271
EDGAR ↗Dec 16, 2022Marathon UCITS Fund - Global Equity FundD/APooled Investment FundIndefinite$353,785,353
EDGAR ↗Dec 16, 2022Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$156,196,226
EDGAR ↗Dec 16, 2022Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,272,265,545
EDGAR ↗Dec 16, 2022Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$461,040,938
EDGAR ↗Dec 16, 2022Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,930,641,271
EDGAR ↗Dec 20, 2021Marathon UCITS Fund - Global Equity FundD/APooled Investment FundIndefinite$344,776,471
EDGAR ↗Dec 20, 2021Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$152,096,226
EDGAR ↗Dec 20, 2021Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,658,225,445
EDGAR ↗Dec 20, 2021Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$539,828,424
EDGAR ↗Dec 20, 2021Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,908,978,491
EDGAR ↗Jul 15, 2021Marathon UCITS Fund - Global Equity FundDPooled Investment FundIndefinite$343,765,047
EDGAR ↗Dec 18, 2020Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$142,096,226
EDGAR ↗Dec 18, 2020Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,808,408,986
EDGAR ↗Dec 18, 2020Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$543,373,705
EDGAR ↗Dec 18, 2020Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,584,951,226
EDGAR ↗Jan 9, 2020Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$130,195,913
EDGAR ↗Jan 9, 2020Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,712,207,373
EDGAR ↗Jan 9, 2020Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$514,335,962
EDGAR ↗Jan 9, 2020Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,361,951,038
EDGAR ↗Jan 7, 2019Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$88,307,398
EDGAR ↗Jan 7, 2019Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,578,658,933
EDGAR ↗Jan 7, 2019Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$518,044,007
EDGAR ↗Jan 7, 2019Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,275,388,592
EDGAR ↗Jan 8, 2018Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$69,107,398
EDGAR ↗Jan 8, 2018Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,296,165,828
EDGAR ↗Jan 8, 2018Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$542,303,648
EDGAR ↗Jan 8, 2018Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$2,170,348,592
EDGAR ↗Jan 3, 2017Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$61,233,912
EDGAR ↗Jan 3, 2017Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,252,887,540
EDGAR ↗Jan 3, 2017Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$481,150,728
EDGAR ↗Jan 3, 2017Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$1,962,711,313
EDGAR ↗Dec 16, 2015Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$26,329,819
EDGAR ↗Dec 16, 2015Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,180,921,534
EDGAR ↗Dec 16, 2015Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$495,932,046
EDGAR ↗Dec 16, 2015Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$1,529,048,029
EDGAR ↗Dec 18, 2014Marathon UCITS Funds - Emerging Markets Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Dec 18, 2014Marathon UCITS Funds - Japan Equity FundD/APooled Investment FundIndefinite$1,086,489,640
EDGAR ↗Dec 18, 2014Marathon UCITS Funds - European Equity FundD/APooled Investment FundIndefinite$549,198,198
EDGAR ↗Dec 18, 2014Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$1,084,509,885
EDGAR ↗Dec 6, 2013Marathon UCITS Funds - Emerging Markets Equity FundDPooled Investment FundIndefinite$0
EDGAR ↗Dec 6, 2013Marathon UCITS Funds - Japan Equity FundDPooled Investment FundIndefinite$969,953,567
EDGAR ↗Dec 6, 2013Marathon UCITS Funds - European Equity FundDPooled Investment FundIndefinite$132,131,874
EDGAR ↗Nov 22, 2013Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$837,543,971
EDGAR ↗Dec 19, 2012Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$640,536,293
EDGAR ↗Nov 7, 2011Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$521,458,555
EDGAR ↗Mar 21, 2011Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$481,533,544
EDGAR ↗Mar 23, 2010Marathon UCITS Funds - International Equity FundD/APooled Investment FundIndefinite$39,000,000
EDGAR ↗May 12, 2009Marathon UCITS Funds - International Equity FundDPooled Investment FundIndefinite$39,000,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jun 15, 2026. Industry history, as reported on each offering's latest filing: All 5 offerings reported: Pooled Investment Fund (2009–2021).

People across the group

NameRolesIssuers hereFirst → last listed
See Clarification See ClarificationPromoter5May 12, 2009 → Jun 15, 2026
Robert BurkeDirector5Jan 7, 2019 → Dec 16, 2022
David ShubothamDirector5May 12, 2009 → Dec 16, 2022
Joe DimentDirector5Jan 7, 2019 → Dec 16, 2022
James BennettDirector5Jan 7, 2019 → Dec 16, 2022
Neil HayesDirector5Dec 20, 2021 → Dec 16, 2022
Carl O'SullivanDirector4May 12, 2009 → Jan 8, 2018
Neil OstrerDirector4May 12, 2009 → Jan 8, 2018
Nick HughesDirector4Dec 18, 2014 → Jan 3, 2017
Jeremy J. HoskingDirector1May 12, 2009 → Dec 19, 2012

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Meta advertising

Meta advertising Meta Pixel and page links found on the sponsor's own site; ads from Meta's Ad Library where the API returns them

Not yet searched.

Sources to be searched: the sponsor's own website (known only from an approved profile claim or the matched adviser's Form ADV) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

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Sponsor response

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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.