Sponsor Check › Sponsor group
50 issuers linked to one sponsor · CHICAGO, IL
Grouped because: 21 shared people, 12 shared management entities, same business address (16 issuers), similar issuer names (40) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Jul 9, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:52 AM ET.
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.
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.
No SEC search has run yet for this sponsor group.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:52 AM ET.
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.
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.
21 of 51 offerings report sales commissions totalling $15,118,951; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jul 9, 2026 D File 021-590163 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 16, 2026 D File 021-587507 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 16, 2026 D File 021-587510 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-478462 | $100,000 | $0 | $0 | PTP Securities LLC BrokerCheck CRD 136832 ↗ |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-478464 | $306,528 | $0 | $0 | Arbour Partners LLP no CRD number reported Korea Investment & Securities no CRD number reported BFinance UK Limited no CRD number reported Ueda Yagi Securities Co, Ltd. no CRD number reported |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-478468 | $1,356,719 | $0 | $0 | Arbour Partners LLP no CRD number reported Mercia Capital no CRD number reported |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-478471 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-478474 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-478476 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-495433 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-495435 | $30,000 | $0 | $0 | EBW Capital Ltd. no CRD number reported |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-495436 | $1,018,487 | $0 | $0 | Investbridge Capital Limited no CRD number reported Arbour Partners LLP no CRD number reported EBW Capital Ltd. no CRD number reported |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-495439 | $642,292 | $0 | $0 | Korea Investment & Securities Co., Ltd. no CRD number reported Ueda Yagi Securities Co., Ltd. no CRD number reported Ninepoint Partners LP BrokerCheck CRD 289068 ↗ EBW Capital Ltd. no CRD number reported |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-495441 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-524851 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2026 D/A File 021-554782 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 25, 2025 D/A File 021-498191 | $135,097 | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ Arbour Partners LLP no CRD number reported Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Nov 25, 2025 D/A File 021-498192 | $0 | $0 | $0 | ISP Financial Services Ltd. no CRD number reported Arbour Partners LLP no CRD number reported Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Nov 25, 2025 D/A File 021-498195 | $167,129 | $0 | $0 | ISP Financial Services Ltd. no CRD number reported Arbour Partners LLP no CRD number reported Jefferies LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Nov 25, 2025 D/A File 021-498197 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 25, 2025 D/A File 021-498199 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 17, 2025 D/A File 021-552182 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 5, 2025 D File 021-545184 | $5,250,000 (est.) | $0 | $0 | Greensledge Capital Markets LLC BrokerCheck CRD 151026 ↗ |
| EDGAR ↗ | May 5, 2025 D File 021-545185 | $875,000 (est.) | $0 | $0 | Greensledge Capital Markets LLC BrokerCheck CRD 151026 ↗ |
| EDGAR ↗ | Feb 21, 2025 D File 021-538883 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 21, 2025 D File 021-538885 | $152,000 (est.) | $0 | $0 | Ueda Yagi Securities Co., Ltd. no CRD number reported |
| EDGAR ↗ | Jan 14, 2025 D File 021-535078 | $0 | $0 | $0 The investment manager is entitled to a management fee which is fully discussed in Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 4, 2024 D File 021-528584 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 15, 2022 D/A File 021-421804 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 3, 2022 D/A File 021-357285 | $761,560 | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ Arbour Partners LLC no CRD number reported ISP Group Ltd. no CRD number reported Ueda Yagi Securities Co. Ltd. no CRD number reported |
| EDGAR ↗ | Feb 3, 2022 D/A File 021-357286 | $58,061 | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ Arbour Partners LLC no CRD number reported ISP Group Ltd. no CRD number reported Ueda Yagi Securities Co. Ltd. no CRD number reported |
| EDGAR ↗ | Dec 30, 2021 D/A File 021-384716 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's governing documents. | None listed on this filing |
| EDGAR ↗ | Oct 19, 2021 D/A File 021-378115 | $831,500 | $0 | $0 | CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Oct 19, 2021 D/A File 021-378118 | $403,000 | $0 | $0 | PTP SECURITIES, LLC BrokerCheck CRD 136832 ↗ KB SECURITIES CO., LTD. no CRD number reported DIVERSUS INVESTMENT ADVISERS PTY LTD no CRD number reported ARBOUR PARTNERS LLP no CRD number reported |
| EDGAR ↗ | Oct 19, 2021 D/A File 021-378114 | $910,420 | $0 | $0 | CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ ARBOUR PARTNERS LLP no CRD number reported INVESTBRIDGE CAPITAL LIMITED no CRD number reported |
| EDGAR ↗ | Oct 19, 2021 D/A File 021-378120 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2021 D/A File 021-378103 | $1,080,000 | $0 | $0 | PTP SECURITIES, LLC BrokerCheck CRD 136832 ↗ |
| EDGAR ↗ | Apr 23, 2021 D/A File 021-289284 | $0 | $0 | $0 The Investment Manager is entitled to a management fee which is fully discussed in Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jan 15, 2021 D File 021-386468 | $0 | $0 | $0 The Investment Manager, the management company, and the directors receive customary fees for providing their services to the Issuer. | None listed on this filing |
| EDGAR ↗ | Jan 5, 2021 D File 021-385202 | $0 | $0 | $0 The Investment Manager, the management company, and the directors receive customary fees for providing their services to the Issuer. | None listed on this filing |
| EDGAR ↗ | Jan 5, 2021 D File 021-385282 | $0 | $0 | $0 The Investment manager, the management company, and the directors receive customary fees for providing their services to the Issuer. | None listed on this filing |
| EDGAR ↗ | Jan 4, 2021 D File 021-385084 | $0 | $0 | $0 The investment manager, the management company, and the directors receive customary fees for providing their services to the Issuer. | None listed on this filing |
| EDGAR ↗ | Dec 4, 2017 D File 021-299974 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 25, 2016 D File 021-273166 | $0 | $0 | $0 Customary management fees are paid to the Management Company as disclosed in the fund documentation. | None listed on this filing |
| EDGAR ↗ | Apr 22, 2016 D File 021-261852 | $66,158 (est.) | $0 | $0 Customary management fees are paid to the Management Company as disclosed in the fund documentation. | CAIS Capital LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Jul 16, 2015 D File 021-243855 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 14, 2014 D/A File 021-201366 | $360,000 (est.) | $0 (est.) | $0 Customary management fees are paid to the Management Company as disclosed in the fund documentation. | du Pasqiuer & Co., Inc. BrokerCheck CRD 24750 ↗ Shoreline Global Investments Inc. no CRD number reported |
| EDGAR ↗ | Aug 14, 2014 D/A File 021-201349 | $300,000 (est.) | $0 (est.) | $0 Customary management fees are paid to the Management Company as disclosed in the fund documentation. | du Pasqiuer & Co., Inc. BrokerCheck CRD 24750 ↗ Shoreline Global Investments Inc. no CRD number reported |
| EDGAR ↗ | Aug 14, 2014 D/A File 021-201383 | $315,000 (est.) | $0 (est.) | $0 Customary management fees are paid to the Management Company as disclosed in the fund documentation. | du Pasqiuer & Co., Inc. BrokerCheck CRD 24750 ↗ Shoreline Global Investments Inc. no CRD number reported |
| EDGAR ↗ | Feb 13, 2014 D File 021-211876 | $0 | $0 | $0 (est.) The Fund's general partner and its affiliates will receive management fees based on the investors' commitments. | None listed on this filing |
| EDGAR ↗ | Apr 20, 2011 D/A File 021-156198 | $0 | $0 | $0 The Fund's general partner and its affiliates will receive management fees based on the investors' commitments. | 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 50 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Monroe 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 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, 1:53 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Monroe Capital Partners Fund LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $65,021,351 | 29 | $500,000 | 2011–2011 |
| EDGAR ↗ | Monroe Capital Senior Secured Direct Loan Fund LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $139,700,000 offering $139,700,000 · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1 similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | Monroe Capital Senior Secured Direct Loan Fund (Unleveraged) LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $232,761,667 offering $232,761,667 · similar: $155,000–$5,250,000 | 13 similar: 4–27 | $1 similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | Monroe Capital Senior Secured Direct Loan Fund (Offshore) LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $124,505,000 offering $124,505,000 · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1 similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | Monroe Capital Partners Fund II, LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 1 | $19,657,573 offering $100,000,000 · similar: $500,000–$16,420,250 | 10 similar: 2–28 | $1,000,000 similar: $5,000–$100,000 | 2014–2014 |
| EDGAR ↗ | White Oak Summit ICAV | shared people, same person name on both filings | DUBLIN 14, Ireland (as filed: L2) | Pooled Investment Fund | 1 | $41,073,379 offering $500,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $321,095 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | Monroe Capital Private Credit Fund II (Ireland) ICAV Leveraged Fund | shared people, same person name on both filings, same business address, similar issuer names | DUBLIN 2, Ireland (as filed: L2) | Pooled Investment Fund | 1 | $5,807,900 offering $250,000,000 · similar: $155,000–$5,250,000 | 6 similar: 4–27 | $569,300 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | Monroe Capital Private Credit Fund II (Ireland) ICAV Unleveraged Fund | shared people, same person name on both filings, same business address, similar issuer names | DUBLIN 2, Ireland (as filed: L2) | Pooled Investment Fund | 1 | $83,052,700 offering $250,000,000 · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $552,700 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | Taiga Special Opportunities DAC | shared people | DUBLIN 2, Ireland (as filed: L2) | Pooled Investment Fund | 4 | $1,342,950,000 offering Indefinite · similar: $155,000–$5,250,000 | 34 similar: 4–27 | $105,000 similar: $1,000–$100,000 | 2017–2025 |
| EDGAR ↗ | DMS UCITS Platform ICAV - Latitude Horizon Fund | shared people | DUBLIN 2, Ireland (as filed: L2) | Pooled Investment Fund | 1 | $325,000 offering $20,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | Monroe Capital Opportunistic Private Credit (Cayman) Feeder Fund LP | shared people, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $125,325,000 offering Indefinite · similar: $155,000–$5,250,000 | 33 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 | 2020–2022 |
| EDGAR ↗ | Monroe Capital Opportunistic Private Credit (Delaware) Feeder Fund LP | shared people, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $147,880,000 offering Indefinite · similar: $155,000–$5,250,000 | 77 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 | 2020–2022 |
| EDGAR ↗ | Monroe Capital Private Credit (Delaware) Feeder Fund IV LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $238,250,000 offering Indefinite · similar: $155,000–$5,250,000 | 151 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Monroe Capital Private Credit (Cayman) Feeder Fund IV (Unleveraged) LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $100,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Monroe Capital Private Credit (Cayman) Feeder Fund IV LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $182,761,000 offering Indefinite · similar: $155,000–$5,250,000 | 44 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Monroe Capital Private Credit (Delaware) Feeder Fund IV (Unleveraged) LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $55,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Monroe Capital Private Credit Feeder Fund IV (Unleveraged) Structured Note LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $203,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Blackstone Connect Plus Feeder Sub-Fund | shared people | NEW YORK, NY | Pooled Investment Fund | 2 | $25,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Optimus Multi-Strategy UCITS Funds ICAV | shared people, same business address, similar issuer names | DUBLIN, Ireland (as filed: L2) | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Optimus Core Strategy Fund | shared people, same business address, similar issuer names | DUBLIN, Ireland (as filed: L2) | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Optimus Defensive Strategy Fund | shared people, same business address, similar issuer names | DUBLIN, Ireland (as filed: L2) | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Optimus Growth Strategy Fund | shared people, same business address, similar issuer names | DUBLIN, Ireland (as filed: L2) | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Monroe Capital Private Credit STARR (Unleveraged) Structured Note Feeder 1-A LP | shared people | CHICAGO, IL | Pooled Investment Fund | 2 | $1,000,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | Monroe Capital Private Credit (Lux) Treaty Feeder Fund V (Unleveraged) SCSp SICAV-RAIF | shared people, shared management entity, same business address, similar issuer names | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit Intermediate Fund V (Unleveraged) SCSp SICAV-RAIF | shared people, shared management entity, same business address, similar issuer names | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit (Lux) Non-Treaty Feeder Fund V (Unleveraged) SCSp SICAV-RAIF | shared people, shared management entity, same business address, similar issuer names | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit Feeder Fund V (Unleveraged) Structured Note LP | shared people, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 5 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit Master Fund V (Unleveraged) SCSp SICAV-RAIF | shared people, shared management entity, same business address, similar issuer names | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit Intermediate V (Unleveraged) ICAV | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | DUBLIN, Ireland (as filed: L2) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit Master Fund V SCSp SICAV-RAIF | shared people, shared management entity, same business address | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit (Delaware) Feeder Fund V LP | shared people, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit (Lux) Non-Treaty Feeder Fund V SCSp SICAV-RAIF | shared people, shared management entity, same business address, similar issuer names | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit (Lux) Treaty Feeder Fund V SCSp SICAV-RAIF | shared people, shared management entity, same business address, similar issuer names | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Private Credit Intermediate V ICAV | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | DUBLIN, Ireland (as filed: L2) | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Monroe Capital Opportunistic II Private Credit Master Fund SCSp SICAV - RAIF | shared people, shared management entity, similar issuer names | Grand Duchy of Luxembourg, Luxembourg (as filed: N4) | Pooled Investment Fund | 4 | $267,547,000 offering Indefinite · similar: $155,000–$5,250,000 | 89 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | Monroe Capital Opportunistic II Private Credit (Delaware) Feeder Fund LP | shared people, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 4 | $267,547,000 offering Indefinite · similar: $155,000–$5,250,000 | 89 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | Monroe Capital Opportunistic II Private Credit (Lux) Treaty Feeder Fund SCSp SICAV-RAIF | shared people, shared management entity, similar issuer names | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 3 | $267,547,000 offering Indefinite · similar: $155,000–$5,250,000 | 89 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | Monroe Capital Opportunistic II Private Credit (Lux) Feeder Fund SCSp SICAV-RAIF | shared people, shared management entity, similar issuer names | GRAND DUCHY OF LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 3 | $267,547,000 offering Indefinite · similar: $155,000–$5,250,000 | 89 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | Monroe Capital Opportunistic II Private Credit Intermediate ICAV | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | DUBLIN, Ireland (as filed: L2) | Pooled Investment Fund | 3 | $267,547,000 offering Indefinite · similar: $155,000–$5,250,000 | 89 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | Monroe Capital Private Credit (Delaware) Feeder Fund V (Unleveraged) LP | shared people, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 4 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | Monroe Capital CFO I LP | shared people, shared management entity | CHICAGO, IL | Pooled Investment Fund | 1 | $175,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Monroe Capital Private Credit MJ Master Fund Ltd. | shared people, shared management entity, similar issuer names | Grand Cayman, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $200,100,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Monroe Capital Private Credit MJ Fund | shared people, shared management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $200,100,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Monroe SMBC MA Senior Loan Fund (Onshore) LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 1 | $353,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Monroe SMBC MA Senior Loan Fund (Offshore) LP | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 1 | $353,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Monroe Capital Enhanced Corporate Lending Fund | shared people | CHICAGO, IL | Pooled Investment Fund | 2 | $100,015,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Monroe Capital Private Credit Fund V (Unleveraged) Cayman JPY Feeder LP | shared people, shared management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $2,782,262,500 offering Indefinite · similar: $155,000–$5,250,000 | 193 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | MONROE CAPITAL PRIVATE CREDIT N MASTER FUND LP | shared people, shared management entity, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 1 | $400,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | MONROE CAPITAL PRIVATE CREDIT N FEEDER FUND LP | shared people, shared management entity | TORONTO, Ontario, Canada (as filed: A6) | Pooled Investment Fund | 1 | $400,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Monroe Capital Evergreen Private Credit Fund LP | shared people | CHICAGO, IL | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Pooled Investment Fund / 506(c) (8,096 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.
Activity: 3 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 Jul 9, 2026. Industry history, as reported on each offering's latest filing: All 51 offerings reported: Pooled Investment Fund (2011–2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Zia Uddin | Executive Officer, Director | 38 | Mar 4, 2011 → Jul 9, 2026 |
| Theodore Koenig | Executive Officer, Director, Promoter | 37 | Mar 4, 2011 → Jul 9, 2026 |
| Michael Egan | Executive Officer, Director | 33 | Mar 4, 2011 → Jun 16, 2026 |
| Thomas Aronson | Executive Officer, Director | 33 | Mar 4, 2011 → Jun 16, 2026 |
| Carey Davidson | Executive Officer | 26 | Oct 16, 2020 → Jun 16, 2026 |
| Alex Franky | Executive Officer | 26 | Oct 16, 2020 → Jun 16, 2026 |
| Monroe Capital Management Advisors, LLC entity | Executive Officer | 23 | Apr 11, 2023 → Jun 16, 2026 |
| Jeffrey Cupples | Executive Officer | 21 | Apr 11, 2023 → Jun 16, 2026 |
| Christopher Lund | Executive Officer | 19 | Apr 11, 2023 → Jun 16, 2026 |
| Monroe Capital Intermediate Holdings, LLC entity | Executive Officer | 17 | Nov 4, 2024 → Jun 16, 2026 |
| Tom Coghlan | Executive Officer, Director | 14 | Jul 16, 2015 → Jan 6, 2026 |
| Aaron Peck | Executive Officer | 12 | Jan 6, 2020 → Nov 25, 2025 |
| Monroe Capital Offshore Holdco LLC entity | Executive Officer | 10 | Apr 11, 2023 → Jan 6, 2026 |
| Jeremy O'Sullivan | Executive Officer, Director | 7 | Jul 16, 2015 → Jan 6, 2026 |
| Karina Stahl | Executive Officer, Director | 7 | Apr 22, 2016 → Jan 6, 2026 |
| Monroe Capital Private Credit Fund V GP S.a r.l. entity | Executive Officer | 7 | Apr 11, 2023 → Jan 6, 2026 |
| Kyle Asher | Executive Officer | 5 | Nov 28, 2023 → Nov 25, 2025 |
| JEREMY VANDERMEID | Executive Officer | 5 | Oct 16, 2020 → Oct 19, 2021 |
| Tom Aronson | Executive Officer | 4 | Oct 30, 2025 → Jan 6, 2026 |
| Scott Marienau | Executive Officer | 4 | Oct 30, 2025 → Jan 6, 2026 |
| Monroe Capital Private Credit Fund V GP LLC entity | Executive Officer | 4 | Apr 11, 2023 → Jan 6, 2026 |
| Maurice Murphy | Director | 4 | Jan 4, 2021 → Jan 15, 2021 |
| Martin Newson | Director, Executive Officer | 4 | Jan 4, 2021 → Jan 15, 2021 |
| David Wright | Executive Officer | 4 | Jan 4, 2021 → Jan 15, 2021 |
| Link Fund Manager Solutions (Ireland) Limited | Executive Officer | 4 | Jan 4, 2021 → Jan 15, 2021 |
| Monroe Capital Investment Holdings, L.P. entity | Executive Officer | 3 | Apr 11, 2023 → Jan 6, 2026 |
| Monroe Capital Opportunistic Private Credit Fund LLC entity | Executive Officer | 3 | Jan 6, 2020 → Nov 25, 2025 |
| Monroe Management Holdco, LLC entity | Executive Officer | 3 | Jan 6, 2020 → Sep 4, 2025 |
| Monroe Capital Private Credit N (Cayman) GP LLC entity | Promoter | 2 | Jun 16, 2026 → Jun 16, 2026 |
| Monroe Capital Master II ICAV entity | Promoter | 2 | Apr 11, 2023 → Jan 6, 2026 |
| Monroe Capital Opportunistic Private Credit GP S.a r.l. entity | Executive Officer | 2 | Nov 28, 2023 → Nov 25, 2025 |
| Thomas Egan | Executive Officer | 2 | Apr 11, 2023 → Apr 10, 2024 |
| L. Monroe Capital Management Advisors LLC entity | Executive Officer | 2 | Jan 6, 2020 → Feb 3, 2022 |
| Monroe Capital Evergreen Private Credit Fund GP LLC entity | Promoter | 1 | Jul 9, 2026 → Jul 9, 2026 |
| Monroe Capital Opportunistic Private Credit GP S.a r.l. entity | Executive Officer | 1 | Nov 28, 2023 → Nov 25, 2025 |
| Monroe Capital Master ICAV entity | Executive Officer | 1 | Nov 28, 2023 → Nov 25, 2025 |
| Thomas J. Allison | Director | 1 | Nov 17, 2025 → Nov 17, 2025 |
| Kristan Gregory | Executive Officer | 1 | Nov 17, 2025 → Nov 17, 2025 |
| Kenneth R. Buckman | Director | 1 | Nov 17, 2025 → Nov 17, 2025 |
| Monroe Capital Master II ICAV entity | Promoter | 1 | Oct 30, 2025 → Oct 30, 2025 |
| Peter Gruszka | Director | 1 | Feb 21, 2025 → Feb 21, 2025 |
| Maples Trustee Services (Cayman) Limited entity | Executive Officer | 1 | Feb 21, 2025 → Feb 21, 2025 |
| James Cassady | Director | 1 | Feb 21, 2025 → Feb 21, 2025 |
| John Young | Director | 1 | Jun 22, 2017 → Jan 14, 2025 |
| Fiona Mulcahy | Director | 1 | Apr 23, 2021 → Jan 14, 2025 |
| Vincent Dodd | Director | 1 | Jun 22, 2017 → Jan 14, 2025 |
| Mirja Wenski | Director | 1 | Jun 22, 2017 → Jan 14, 2025 |
| Monroe Capital CFO GP I LP entity | Executive Officer | 1 | Nov 4, 2024 → Nov 4, 2024 |
| Blackstone Alternative Asset Management, L.P. entity | Promoter | 1 | Dec 30, 2020 → Dec 30, 2021 |
| John Hamrock | Director | 1 | Dec 30, 2020 → Dec 30, 2021 |
| Peter D. Koffler | Director | 1 | Dec 30, 2020 → Dec 30, 2021 |
| Christine Moran | Director | 1 | Jun 22, 2017 → Jun 22, 2018 |
| Victoria Parry | Director | 1 | Dec 4, 2017 → Dec 4, 2017 |
| Michael Buckley | Director | 1 | Dec 4, 2017 → Dec 4, 2017 |
| Pat Wall | Director | 1 | Jul 16, 2015 → Jul 16, 2015 |
| Gerardine Jones | Director | 1 | Jul 16, 2015 → Jul 16, 2015 |
| Monroe Capital L. Partners Fund II, LLC entity | Director | 1 | Feb 13, 2014 → Feb 13, 2014 |
| Monroe Capital Charles Partners Fund LLC entity | Executive Officer | 1 | Mar 4, 2011 → Apr 20, 2011 |
| Warren Woo | Executive Officer | 1 | Mar 4, 2011 → Apr 20, 2011 |
| Thomas David McKee | Executive Officer | 1 | Mar 4, 2011 → Apr 20, 2011 |
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Sources to be searched: the sponsor's website (none on record yet; a sponsor's website is known only 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 — we never look it up elsewhere) 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.
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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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