Sponsor Check › Sponsor group
111 issuers linked to one sponsor · New York, NY
Grouped because: 55 shared people, 5 shared management entities, same business address (104 issuers), similar issuer names (8) · 3 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
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Sep 16, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: Oct 23, 2026, 7:02 PM ET
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 + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 7:02 PM ET for 4 of 111 issuers; 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.
None found so far in sources searched for 4 of 111 issuers in this group.
Searched so far: 4 of 111 issuers in this group; 107 not yet searched. Results are added automatically.
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.
68 of 127 offerings report sales commissions totalling $752,330,656; 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 ↗ | Sep 16, 2026 D/A File 021-591574 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ Morgan Stanley Bank Asia Limited no CRD number reported Morgan Stanley Bank Asia Limited, Singapore Branch no CRD number reported Morgan Stanley Wealth Management Australia Pty Ltd. no CRD number reported |
| EDGAR ↗ | Sep 16, 2026 D/A File 021-591582 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ Morgan Stanley Bank Asia Limited no CRD number reported Morgan Stanley Bank Asia Limited, Singapore Branch no CRD number reported Morgan Stanley Wealth Management Australia Pty Ltd. no CRD number reported |
| EDGAR ↗ | Sep 16, 2026 D/A File 021-591572 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Sep 16, 2026 D/A File 021-596821 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 26, 2026 D File 021-588837 | $444,500 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jun 22, 2026 D/A File 021-295220 | $5,210,513 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Apr 15, 2026 D File 021-580531 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Apr 1, 2026 D/A File 021-487624 | $0 | $0 | $0 | Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ via Alistair William Harding Smith (CRD 4698945 ↗) Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ via Micah Todd Lowry (CRD 2818739 ↗) Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ Sanctuary Securities, Inc. BrokerCheck CRD 822752 ↗ Morgan Stanley Distribution, Inc. BrokerCheck CRD 30344 ↗ via Morgan Stanley Distribution, Inc. (CRD 30344 ↗) |
| EDGAR ↗ | Mar 19, 2026 D File 021-577033 | $873,394 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C (CRD 291767 ↗) |
| EDGAR ↗ | Jan 27, 2026 D/A File 021-433061 | $27,973,848 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 1497777 ↗ Sanctuary Securities, Inc. BrokerCheck CRD 822752 ↗ Morgan Stanley Distribution, Inc. BrokerCheck CRD 30344 ↗ via Morgan Stanley Distribution, Inc. (CRD 30344 ↗) |
| EDGAR ↗ | Jan 14, 2026 D/A File 021-535107 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 3, 2025 D/A File 021-531089 | $0 (est.) | $0 (est.) | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Dec 3, 2025 D/A File 021-531093 | $0 (est.) | $0 (est.) | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Sep 16, 2025 D File 021-557644 | $1,757,000 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Sep 3, 2025 D/A File 021-492200 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 3, 2025 D/A File 021-492201 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 14, 2025 D/A File 021-478922 | $32,000,000 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Aug 14, 2025 D/A File 021-478924 | $32,000,000 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Aug 14, 2025 D/A File 021-489707 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 5, 2025 D/A File 021-517442 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 000149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Picton S.A. None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd. |
| EDGAR ↗ | Aug 5, 2025 D/A File 021-517443 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 000149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Picton S.A. None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd. None no CRD number reported via Enoch Wealth Inc. None no CRD number reported via Plurimi Wealth LLP None no CRD number reported via Plurimi Wealth (Dubai) Limited |
| EDGAR ↗ | Aug 5, 2025 D/A File 021-517446 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Nomura Securities Co., Ltd. None no CRD number reported via Plurimi Wealth LLP None no CRD number reported via Orkestra Partners None no CRD number reported via Plurimi Wealth (Dubai) Limited |
| EDGAR ↗ | Aug 5, 2025 D/A File 021-517447 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 000149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd. |
| EDGAR ↗ | Aug 5, 2025 D/A File 021-517448 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 000149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd. |
| EDGAR ↗ | Aug 5, 2025 D/A File 021-521396 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 000149777 ↗) |
| EDGAR ↗ | Aug 5, 2025 D/A File 021-548860 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 17, 2025 D File 021-543952 | $921,686 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Feb 21, 2025 D/A File 021-434360 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 25, 2024 D File 021-530367 | $487,018 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Sep 30, 2024 D File 021-525397 | $0 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Sep 27, 2024 D/A File 021-517563 | $77,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H&L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H&L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H&L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H&L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H&L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Mar 29, 2024 D File 021-509065 | $1,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via GT Securities, Inc. (CRD 116012 ↗) |
| EDGAR ↗ | Feb 27, 2024 D File 021-506198 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 27, 2024 D File 021-506204 | $8,250,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗) |
| EDGAR ↗ | Nov 30, 2023 D File 021-498491 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 16, 2023 D File 021-494856 | $917,000 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Oct 11, 2023 D/A File 021-378707 | $26,050 (est.) | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2023 D File 021-485621 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2023 D/A File 021-403833 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 21, 2023 D/A File 021-404183 | $1,070,848 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jun 21, 2023 D/A File 021-404184 | $5,892,721 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Feb 14, 2023 D/A File 021-425995 | $4,008,455 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Feb 14, 2023 D/A File 021-425998 | $4,008,455 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Dec 20, 2022 D/A File 021-356504 | $25,306,638 (est.) | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 18, 2022 D File 021-465378 | $122,500 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Sep 12, 2022 D File 021-458543 | $750,000 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | May 17, 2022 D File 021-445905 | $1,500,000 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Mar 22, 2022 D File 021-438271 | $500,000 | $0 | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co. LLC (CRD 361 ↗) |
| EDGAR ↗ | Mar 14, 2022 D File 021-437187 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jan 19, 2022 D/A File 021-355481 | $20,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Plurimi Wealth LLP None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd. |
| EDGAR ↗ | Jan 19, 2022 D/A File 021-355484 | $20,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Plurimi Wealth LLP None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd. |
| EDGAR ↗ | Jan 19, 2022 D/A File 021-355486 | $20,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via PLURIMI WEALTH LLP None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd. |
| EDGAR ↗ | Jan 19, 2022 D/A File 021-355482 | $20,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Plurimi Wealth LLP None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd. |
| EDGAR ↗ | Jan 19, 2022 D/A File 021-399879 | $20,000,000 (est.) | $0 (est.) | $0 (est.) | Not applicable no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Not applicable no CRD number reported via Morgan Stanley Bank Asia Limited Not applicable no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch Not applicable no CRD number reported via PLURIMI WEALTH LLP |
| EDGAR ↗ | Jan 7, 2022 D File 021-428499 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Nov 30, 2021 D File 021-422842 | $586,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via Lazard Asia Limited |
| EDGAR ↗ | Nov 29, 2021 D File 021-422720 | $105,500 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via Lazard Asia Limited |
| EDGAR ↗ | Nov 10, 2021 D File 021-420631 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch |
| EDGAR ↗ | Nov 10, 2021 D File 021-420635 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch |
| EDGAR ↗ | Oct 20, 2021 D File 021-417771 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 20, 2021 D File 021-400028 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 2, 2021 D/A File 021-339317 | $10,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Plurimi Wealth LLP |
| EDGAR ↗ | Apr 2, 2021 D/A File 021-339321 | $10,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Plurimi Wealth LLP |
| EDGAR ↗ | Apr 2, 2021 D/A File 021-339326 | $10,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Plurimi Wealth LLP |
| EDGAR ↗ | Apr 2, 2021 D/A File 021-339323 | $10,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Bank Asia Limited None no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch None no CRD number reported via Plurimi Wealth LLP |
| EDGAR ↗ | Apr 2, 2021 D/A File 021-364282 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 2, 2021 D/A File 021-364283 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 31, 2021 D/A File 021-321891 | $50,000,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Not Applicable no CRD number reported via Morgan Stanley Bank Asia Limited Not Applicable no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch Not Applicable no CRD number reported via Morgan Stanley Investment Management (Japan) Co., Ltd. Not Applicable no CRD number reported via Picton S.A. Not Applicable no CRD number reported via Morgan Stanley & Co. International Plc, London, Zurich Branch Not Applicable no CRD number reported via Plurimi Wealth LLP Not Applicable no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Mar 31, 2021 D/A File 021-321889 | $50,000,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Not Applicable no CRD number reported via Morgan Stanley Bank Asia Limited Not Applicable no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch Not Applicable no CRD number reported via Morgan Stanley Investment Management (Japan) Co., Ltd. Not Applicable no CRD number reported via Picton S.A. Not Applicable no CRD number reported via Morgan Stanley & Co. International Plc, London, Zurich Branch Not Applicable no CRD number reported via Plurimi Wealth LLP Not Applicable no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Mar 31, 2021 D/A File 021-321887 | $50,000,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Not Applicable no CRD number reported via Morgan Stanley Bank Asia Limited Not Applicable no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch Not Applicable no CRD number reported via Morgan Stanley Investment Management (Japan) Co., Ltd. Not Applicable no CRD number reported via Picton S.A. Not Applicable no CRD number reported via Morgan Stanley & Co. International Plc, London, Zurich Branch Not Applicable no CRD number reported via Plurimi Wealth LLP Not Applicable no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Mar 31, 2021 D/A File 021-324094 | $50,000,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Not Applicable no CRD number reported via Morgan Stanley Bank Asia Limited Not Applicable no CRD number reported via Morgan Stanley Bank Asia Limited, Singapore Branch Not Applicable no CRD number reported via Morgan Stanley Investment Management (Japan) Co., Ltd. Not Applicable no CRD number reported via Picton S.A. Not Applicable no CRD number reported via Morgan Stanley & Co. International Plc, London, Zurich Branch Not Applicable no CRD number reported via Plurimi Wealth LLP Not Applicable no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Jul 27, 2018 D File 021-317877 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 30, 2018 D File 021-311247 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 17, 2017 D File 021-293012 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Aug 17, 2017 D File 021-293015 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Aug 11, 2017 D/A File 021-245488 | $11,275,211 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd None no CRD number reported via Hana Financial Investment Co. Ltd. |
| EDGAR ↗ | Aug 11, 2017 D/A File 021-245483 | $11,275,211 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Aug 11, 2017 D/A File 021-245485 | $11,275,211 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Aug 11, 2017 D/A File 021-245487 | $11,275,211 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd None no CRD number reported via Hana Financial Investment Co. Ltd. |
| EDGAR ↗ | Jul 24, 2017 D File 021-291344 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2017 D File 021-289731 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 14, 2017 D File 021-284856 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Apr 14, 2017 D File 021-284858 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Mar 22, 2017 D/A File 021-196163 | $11,364,446 (est.) | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ Morgan Stanley Smith Barney LLC and affiliated entities BrokerCheck CRD 149777 ↗ Raymond James & Associates, Inc. and affiliated entities BrokerCheck CRD 705 ↗ Hightower Advisors LLC BrokerCheck CRD 145323 ↗ |
| EDGAR ↗ | Dec 5, 2016 D/A File 021-200910 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 17, 2016 D File 021-272637 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jun 30, 2016 D/A File 021-229586 | $25,000,000 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Bank International Limited None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Bank Morgan Stanley AG None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Morgan Stanley Private Wealth Management Limited None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Jun 30, 2016 D/A File 021-229587 | $25,000,000 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Bank International Limited None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Bank Morgan Stanley AG None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Morgan Stanley Private Wealth Management Limited None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Jun 30, 2016 D/A File 021-229588 | $25,000,000 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Bank International Limited None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Bank Morgan Stanley AG None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Morgan Stanley Private Wealth Management Limited None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Jun 30, 2016 D/A File 021-229589 | $25,000,000 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Bank International Limited None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Bank Morgan Stanley AG None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Morgan Stanley Private Wealth Management Limited None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Jun 30, 2016 D/A File 021-242799 | $25,000,000 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Bank International Limited None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Bank Morgan Stanley AG None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Morgan Stanley Private Wealth Management Limited None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Jun 30, 2016 D/A File 021-242804 | $25,000,000 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Bank International Limited None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Bank Morgan Stanley AG None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Morgan Stanley Private Wealth Management Limited None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Jun 30, 2016 D/A File 021-242923 | $25,000,000 (est.) | $0 (est.) | $0 | None no CRD number reported via Morgan Stanley Bank International Limited None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Bank Morgan Stanley AG None no CRD number reported via Morgan Stanley Asia International Limited None no CRD number reported via Morgan Stanley Asia International Limited, Singapore Branch None no CRD number reported via Morgan Stanley Private Wealth Management Limited None no CRD number reported via Probitas Funds Group, LLC (CRD 115876 ↗) None no CRD number reported via Morgan Stanley Wealth Management Australia Pty Ltd |
| EDGAR ↗ | Dec 15, 2015 D File 021-253138 | $3,884,611 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jul 22, 2015 D/A File 021-240963 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 24, 2015 D File 021-234587 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 16, 2014 D/A File 021-199790 | $500,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Morgan Stanley Bank International Limited None no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) None no CRD number reported via Bank Morgan Stanley AG None no CRD number reported via Morgan Stanley Asia Limited None no CRD number reported via Morgan Stanley Asia (Singapore) Pte. None no CRD number reported via Morgan Stanley Private Wealth Management Limited |
| EDGAR ↗ | Jul 16, 2014 D/A File 021-199792 | $900,000 (est.) | $0 (est.) | $0 (est.) | none no CRD number reported via Morgan Stanley Bank International Limited none no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) none no CRD number reported via Bank Morgan Stanley AG none no CRD number reported via Morgan Stanley Asia Limited none no CRD number reported via Morgan Stanley Asia (Singapore) Pte. none no CRD number reported via Morgan Stanley Private Wealth Management Limited |
| EDGAR ↗ | May 29, 2014 D File 021-218212 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 16, 2014 D/A File 021-199791 | $3,447,400 (est.) | $0 (est.) | $0 (est.) | none no CRD number reported via Morgan Stanley Bank International Limited none no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) none no CRD number reported via Bank Morgan Stanley AG none no CRD number reported via Morgan Stanley Asia Limited none no CRD number reported via Morgan Stanley Asia (Singapore) Pte. none no CRD number reported via Morgan Stanley Private Wealth Management Limited |
| EDGAR ↗ | Jan 16, 2014 D/A File 021-199793 | $3,447,400 (est.) | $0 (est.) | $0 (est.) | none no CRD number reported via Morgan Stanley Bank International Limited none no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) none no CRD number reported via Morgan Stanley Asia Limited none no CRD number reported via Bank Morgan Stanley AG none no CRD number reported via Morgan Stanley Asia (Singapore) Pte. none no CRD number reported via Morgan Stanley Private Wealth Management Limited |
| EDGAR ↗ | Sep 7, 2012 D/A File 021-161198 | $292,500 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanely Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Sep 7, 2012 D/A File 021-161195 | $1,119,000 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Jun 13, 2011 D File 021-161199 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 13, 2011 D File 021-161193 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 3, 2011 D File 021-160729 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 3, 2011 D File 021-160730 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 18, 2011 D/A File 021-137309 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 18, 2011 D/A File 021-137310 | $2,696,500 (est.) | $0 (est.) | $0 (est.) | none no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) none no CRD number reported via Morgan Stanley Bank International Limited none no CRD number reported via Bank Morgan Stanley AG none no CRD number reported via Morgan Stanley Asia Limited none no CRD number reported via Morgan Stanley Asia (Singapore) Pte. none no CRD number reported via Morgan Stanley Private Wealth Management Limited |
| EDGAR ↗ | Jan 18, 2011 D/A File 021-137311 | $416,500 (est.) | $0 (est.) | $0 (est.) | none no CRD number reported via Morgan Stanley Bank International Limited none no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) none no CRD number reported via Morgan Stanley Asia Limited none no CRD number reported via Bank Morgan Stanley AG none no CRD number reported via Morgan Stanley Asia (Singapore) Pte. none no CRD number reported via Morgan Stanley Private Wealth Management Limited |
| EDGAR ↗ | Jan 18, 2011 D/A File 021-137312 | $1,693,000 (est.) | $0 (est.) | $0 (est.) | none no CRD number reported via Morgan Stanley Bank International Limited none no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) none no CRD number reported via Bank Morgan Stanley AG none no CRD number reported via Morgan Stanley Asia Limited none no CRD number reported via Morgan Stanley Asia (Singapore) Pte. none no CRD number reported via Morgan Stanley Private Wealth Management Limited none no CRD number reported via CSP Securities, L.P. (CRD 136941 ↗) |
| EDGAR ↗ | Jan 18, 2011 D/A File 021-137313 | $1,626,500 (est.) | $0 (est.) | $0 (est.) | none no CRD number reported via Morgan Stanley Bank International Limited none no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) none no CRD number reported via Bank Morgan Stanley AG none no CRD number reported via Morgan Stanley Asia Limited none no CRD number reported via Morgan Stanley Asia (Singapore) Pte. none no CRD number reported via Morgan Stanley Private Wealth Management Limited |
| EDGAR ↗ | Jan 6, 2010 D File 021-137505 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125090 | $199,500 (est.) | $0 (est.) | $0 (est.) | N/A no CRD number reported via Morgan Stanley & Co. Incorporated (CRD 8209 ↗) N/A no CRD number reported via Morgan Stanley & Co. International PLC N/A no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125094 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125089 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125092 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125091 | $157,500 (est.) | $0 (est.) | $0 (est.) | N/A no CRD number reported via Morgan Stanley & Co. Incorporated (CRD 8209 ↗) N/A no CRD number reported via Morgan Stanley & Co. International PLC N/A no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125095 | $196,875 (est.) | $0 (est.) | $0 (est.) | N/A no CRD number reported via Morgan Stanley & Co. Incorporated (CRD 8209 ↗) N/A no CRD number reported via Morgan Stanley & Co. International PLC N/A no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125087 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125097 | $1,952,979 (est.) | $0 (est.) | $0 (est.) | N/A no CRD number reported via Morgan Stanley & Co. Incorporated (CRD 8209 ↗) N/A no CRD number reported via Morgan Stanley & Co. International PLC N/A no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125086 | $840,000 (est.) | $0 (est.) | $0 (est.) | N/A no CRD number reported via Morgan Stanley & Co. Incorporated (CRD 8209 ↗) N/A no CRD number reported via Morgan Stanley & Co. International PLC N/A no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-127468 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125096 | $711,375 (est.) | $0 (est.) | $0 (est.) | N/A no CRD number reported via Morgan Stanley & Co. Incorporated (CRD 8209 ↗) N/A no CRD number reported via Morgan Stanley & Co. International PLC N/A no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125093 | $994,350 (est.) | $0 (est.) | $0 (est.) | N/A no CRD number reported via Morgan Stanley & Co. Incorporated (CRD 8209 ↗) N/A no CRD number reported via Morgan Stanley & Co. International PLC N/A no CRD number reported via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125088 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 24, 2009 D/A File 021-125098 | $0 (est.) | $0 (est.) | $0 (est.) | 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 111 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 North Haven 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, 1:55 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 ↗ | Morgan Stanley Capital Partners V Cayman L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $101,500,002 | 7 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Cayman (Non-U.S. Feeder) L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $10,000,000 | 1 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V LP | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $101,000,000 | 2 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V U.K. Employee Investors L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $7,125,000 | 45 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Shari'a Compliant L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $68,000,000 | 7 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Advisory Council Investors LP | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $35,000,000 | 4 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Offshore Advisory Council Investors L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $2,000,000 | 1 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Offshore Investors L.P. | shared people, same business address | New York, NY | Pooled Investment Fund | 1 | $84,200,000 | 52 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Offshore Employee Investors L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $12,675,000 | 55 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Cayman (Tax-Exempt Feeder) L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $17,500,002 | 10 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Private Investors LP | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $67,750,000 | 33 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Core Investors LP | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $107,324,000 | 184 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Capital Partners V Employee Investors L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $68,400,000 | 626 | No minimum reported | 2009–2009 |
| EDGAR ↗ | MORGAN STANLEY CAPITAL PARTNERS V INVESTMENT TEAM LCIP L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $11,165,000 | 17 | No minimum reported | 2009–2009 |
| EDGAR ↗ | Morgan Stanley Credit Partners L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $895,230,631 | 6 | No minimum reported | 2009–2011 |
| EDGAR ↗ | Morgan Stanley Credit Partners Offshore Core Feeder L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $41,850,000 | 107 | No minimum reported | 2009–2011 |
| EDGAR ↗ | Morgan Stanley Credit Partners Offshore Feeder L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $154,300,000 | 59 | No minimum reported | 2009–2011 |
| EDGAR ↗ | Morgan Stanley Credit Partners Onshore Core Feeder L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $162,750,000 | 362 | No minimum reported | 2009–2011 |
| EDGAR ↗ | Morgan Stanley Credit Partners Onshore Feeder L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $269,900,000 | 152 | No minimum reported | 2009–2011 |
| EDGAR ↗ | Morgan Stanley Capital Partners V (Feeder) LP | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 1 | $250,000 | 1 | No minimum reported | 2010–2010 |
| EDGAR ↗ | Employbridge Holding Co | shared people, same business address, similar issuer names | Atlanta, GA | Business Services | 1 | $4,660,000 | 17 | No minimum reported | 2011–2011 |
| EDGAR ↗ | MS EB Holdco, LLC | shared people, same business address | Atlanta, GA | Business Services | 1 | $4,697,500 | 17 | No minimum reported | 2011–2011 |
| EDGAR ↗ | MS EXPANSION CAPITAL CO-INVESTMENT OFFSHORE FEEDER VEHICLE LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $7,500,000 | 2 | $50,000 | 2011–2011 |
| EDGAR ↗ | MS Expansion Capital Co-Investment Vehicle LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $62,825,000 | 110 | $50,000 | 2011–2011 |
| EDGAR ↗ | Morgan Stanley Expansion Capital Offshore Feeder LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $31,750,000 | 29 | $50,000 | 2011–2012 |
| EDGAR ↗ | Morgan Stanley Expansion Capital LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $144,075,000 | 197 | $50,000 | 2011–2012 |
| EDGAR ↗ | TCG BDC, INC. | shared people, director listed on many unrelated issuers (not used to group) | New York, NY | Pooled Investment Fund | 7 | $1,058,026,975 offering Indefinite · similar: $155,000–$5,250,000 | 1658 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2017 |
| EDGAR ↗ | Morgan Stanley Credit Partners II L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $737,038,000 offering Indefinite · similar: $155,000–$5,250,000 | 22 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | Morgan Stanley Credit Partners II Offshore Feeder L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $142,000,500 offering Indefinite · similar: $155,000–$5,250,000 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | Morgan Stanley Credit Partners II Offshore Core Feeder L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $100,173,500 offering Indefinite · similar: $155,000–$5,250,000 | 169 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | Morgan Stanley Credit Partners II Onshore Core Feeder L.P. | shared people, shared management entity, same business address | New York, NY | Pooled Investment Fund | 2 | $342,755,000 offering Indefinite · similar: $155,000–$5,250,000 | 504 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2014 |
| EDGAR ↗ | NF Investment Corp. | shared people, director listed on many unrelated issuers (not used to group) | NEW YORK, NY | Pooled Investment Fund | 5 | $114,925,000 offering Indefinite · similar: $155,000–$5,250,000 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2016 |
| EDGAR ↗ | EmployBridge Holding Co | shared people, same business address, similar issuer names | ATLANTA, GA | Other | 8 | $216,477,989 offering $1,413,750 · similar: $500,000–$7,000,000 | 89 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2014–2018 |
| EDGAR ↗ | North Haven Capital Partners VI LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $1,087,756,895 offering Indefinite · similar: $155,000–$5,250,000 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | North Haven Capital Partners VI-A LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $1,087,756,895 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | North Haven Capital Partners VI Non-U.S. Wealth Management Feeder LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $1,087,756,895 offering Indefinite · similar: $155,000–$5,250,000 | 183 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | North Haven Capital Partners VI U.S. Wealth Management Feeder-B LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $1,087,756,895 offering Indefinite · similar: $155,000–$5,250,000 | 496 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2016 |
| EDGAR ↗ | North Haven Capital Partners VI U.S. Wealth Management Partners-B LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $1,087,756,895 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | North Haven Capital Partners VI U.S. Wealth Management Partners-A LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $1,087,756,895 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | North Haven Capital Partners VI U.S. Wealth Management Feeder-A LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $1,087,756,895 offering Indefinite · similar: $155,000–$5,250,000 | 125 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | North Haven Energy Capital Fund-A LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $201,105,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | North Haven Energy Capital Fund LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $254,485,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | North Haven Energy Capital Fund U.S. Wealth Management Feeder LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $224,485,000 offering Indefinite · similar: $155,000–$5,250,000 | 468 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | North Haven Energy Capital Fund Non-U.S. Wealth Management Feeder LP | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $126,105,000 offering Indefinite · similar: $155,000–$5,250,000 | 152 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | North Haven Expansion Credit LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | North Haven Expansion Credit Offshore Feeder LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $3,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | North Haven Expansion Equity Offshore Feeder LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $22,450,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | North Haven Expansion Equity LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $131,885,000 offering Indefinite · similar: $155,000–$5,250,000 | 238 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | North Haven Senior Loan Fund Private Investors L.P. | shared people, same business address | NEW YORK, NY | 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 | 2017–2017 |
| EDGAR ↗ | North Haven Senior Loan Fund L.P. | shared people, same business address | NEW YORK, NY | 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 | 2017–2017 |
| EDGAR ↗ | Carlyle Credit Solutions, Inc. | shared people, director listed on many unrelated issuers (not used to group) | NEW YORK, NY | Pooled Investment Fund | 9 | $1,741,572,501 offering Indefinite · similar: $155,000–$5,250,000 | 3145 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2026 |
| EDGAR ↗ | North Haven Private Equity Asia V TEI Intermediate, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $29,350,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2021 |
| EDGAR ↗ | North Haven Private Equity Asia V TEI Feeder, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $32,420,000 offering Indefinite · similar: $155,000–$5,250,000 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2021 |
| EDGAR ↗ | North Haven Private Equity Asia V, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $398,330,000 offering Indefinite · similar: $155,000–$5,250,000 | 621 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2021 |
| EDGAR ↗ | North Haven Private Equity Asia V Offshore, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $246,605,663 offering Indefinite · similar: $155,000–$5,250,000 | 101 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2021 |
| EDGAR ↗ | North Haven Credit Partners III L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $797,408,000 offering Indefinite · similar: $155,000–$5,250,000 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2021 |
| EDGAR ↗ | North Haven Credit Partners III Offshore Feeder L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $185,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2021 |
| EDGAR ↗ | North Haven Credit Partners III Onshore Private Investors L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $322,590,000 offering Indefinite · similar: $155,000–$5,250,000 | 565 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2021 |
| EDGAR ↗ | North Haven Credit Partners III Offshore Private Investors L.P. | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $138,368,000 offering Indefinite · similar: $155,000–$5,250,000 | 277 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2021 |
| EDGAR ↗ | North Haven Capital Partners VII LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $318,085,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2022 |
| EDGAR ↗ | North Haven Capital Partners VII U.S. Wealth Management Partners LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $635,205,000 offering Indefinite · similar: $155,000–$5,250,000 | 1141 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2022 |
| EDGAR ↗ | North Haven Capital Partners VII Non-U.S. Wealth Management Partners LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $205,875,000 offering Indefinite · similar: $155,000–$5,250,000 | 182 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2022 |
| EDGAR ↗ | North Haven Capital Partners VII-A LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $729,250,000 offering Indefinite · similar: $155,000–$5,250,000 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2022 |
| EDGAR ↗ | Morgan Stanley Direct Lending Fund | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $1,318,158,122 offering Indefinite · similar: $155,000–$5,250,000 | 6601 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2022 |
| EDGAR ↗ | North Haven Credit Partners III SCSp | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $110,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | North Haven Credit Partners III Feeder SCSp | shared people, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | SL Investment Corp. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $652,541,000 offering Indefinite · similar: $155,000–$5,250,000 | 534 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2023 |
| EDGAR ↗ | North Haven Capital Partners VII SCSp | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $141,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | North Haven Falcon Co-Invest Aggregator, LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $20,100,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Morgan Stanley Next Level Fund, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $23,320,000 offering Indefinite · similar: $500,000–$16,420,250 | 4 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2021–2023 |
| EDGAR ↗ | North Haven Expansion Equity IX Offshore Feeder LP | shared people, same person name on both filings | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $119,175,500 offering Indefinite · similar: $155,000–$5,250,000 | 255 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2023 |
| EDGAR ↗ | North Haven Expansion Equity IX LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $596,499,500 offering Indefinite · similar: $155,000–$5,250,000 | 1103 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2023 |
| EDGAR ↗ | QEB PARENT, L.P. | shared people, same business address | ATLANTA, GA | Business Services | 1 | $2,328,000 offering Indefinite · similar: $500,000–$5,000,000 | 24 similar: 2–15 | No minimum reported similar: $6,225–$50,000 | 2021–2021 |
| EDGAR ↗ | North Haven Capital Partners CV LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | 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 | 2021–2021 |
| EDGAR ↗ | North Haven Capital Partners CV-A LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | 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 | 2021–2021 |
| EDGAR ↗ | North Haven Asia Alpha SMA, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | 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 | 2021–2021 |
| EDGAR ↗ | North Haven Asia Alpha SPV, L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $58,600,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | North Haven Expansion Credit II Offshore Feeder LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $88,300,000 offering Indefinite · similar: $155,000–$5,250,000 | 129 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2023 |
| EDGAR ↗ | North Haven Expansion Credit II LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $291,175,000 offering Indefinite · similar: $155,000–$5,250,000 | 396 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2023 |
| EDGAR ↗ | Morgan Stanley Capital Partners VII Investment Team LEF L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $13,800,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | North Haven Private Income Fund LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 5 | $3,592,517,832 offering Indefinite · similar: $155,000–$5,250,000 | 20911 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | Carlyle Secured Lending III | shared people | NEW YORK, NY | Pooled Investment Fund | 4 | $302,008,268 offering Indefinite · similar: $500,000–$16,420,250 | 215 similar: 2–28 | $50,000 similar: $5,000–$100,000 | 2022–2025 |
| EDGAR ↗ | Credit Opportunities (Series M) LP | shared people | NEW YORK, NY | Pooled Investment Fund | 1 | $300,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Carlyle Tactical Private Credit Fund | shared people | NEW YORK, NY | Investing | 11 | $200,000,000 offering $50,000,000 · similar: $10,000,000–$100,000,000 | 68 similar: 2–1000 | No minimum reported similar: $100–$50,000 | 2022–2026 |
| EDGAR ↗ | North Haven Credit Partners IV L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $449,110,000 offering Indefinite · similar: $155,000–$5,250,000 | 236 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | North Haven Credit Partners IV Offshore L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $615,657,500 offering Indefinite · similar: $155,000–$5,250,000 | 210 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | Morgan Stanley Expansion Equity IX Investment Team LEF L.P. | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | 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 | 2023–2023 |
| EDGAR ↗ | North Haven Private Income Fund A LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $177,603,072 offering Indefinite · similar: $155,000–$5,250,000 | 796 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | North Haven Credit Partners IV SCSp | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $135,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | North Haven Direct Lending Fund L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $215,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | North Haven Direct Lending Fund Offshore L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $160,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | Morgan Stanley Expansion Credit II Investment Team LEF L.P. | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | 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 | 2023–2023 |
| EDGAR ↗ | North Haven Capital Partners W50 Capital LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | 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 | 2024–2024 |
| EDGAR ↗ | North Haven Capital Partners W50 CV LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | 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 | 2024–2024 |
| EDGAR ↗ | Durango Co-Investors A LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | 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 | 2024–2024 |
| EDGAR ↗ | North Haven Capital Partners VIII LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $673,165,500 offering Indefinite · similar: $155,000–$5,250,000 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | North Haven Capital Partners VIII-A LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $627,902,500 offering Indefinite · similar: $155,000–$5,250,000 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | North Haven Capital Partners VIII SCSp | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $493,006,000 offering Indefinite · similar: $155,000–$5,250,000 | 21 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | North Haven Capital Partners VIII U.S. Wealth Management Partners LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $865,112,000 offering Indefinite · similar: $155,000–$5,250,000 | 1639 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $411,888,000 offering Indefinite · similar: $155,000–$5,250,000 | 185 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | SL Investment Fund II LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $167,195,000 offering Indefinite · similar: $155,000–$5,250,000 | 530 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | MSCP VIII Employees LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $57,487,000 offering Indefinite · similar: $155,000–$5,250,000 | 453 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | North Haven Expansion Credit III LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $249,072,704 offering Indefinite · similar: $155,000–$5,250,000 | 284 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | North Haven Expansion Credit III Offshore LP | shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $113,114,745 offering Indefinite · similar: $155,000–$5,250,000 | 109 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | North Haven Direct Lending Fund RN Feeder L.P. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $382,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Morgan Stanley Capital Partners VIII Investment Team LEF LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $18,450,000 offering Indefinite · similar: $155,000–$5,250,000 | 21 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | MSEE X Employees LP | shared people, same business address | NEW YORK, NY | 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 |
| EDGAR ↗ | North Haven Growth & Innovation Fund LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $993,950,000 offering Indefinite · similar: $155,000–$5,250,000 | 1836 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | North Haven Growth & Innovation Fund Offshore Feeder LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 2 | $221,627,000 offering Indefinite · similar: $155,000–$5,250,000 | 596 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | MS GIF Employees LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $302,191,000 offering Indefinite · similar: $155,000–$5,250,000 | 1923 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | MS GIF Employees Offshore Feeder LP | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $10,771,000 offering Indefinite · similar: $155,000–$5,250,000 | 40 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 (5 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Sep 16, 2026 | MS GIF Employees LP | D/A | Pooled Investment Fund | Indefinite | $302,191,000 |
| EDGAR ↗ | Sep 16, 2026 | MS GIF Employees Offshore Feeder LP | D/A | Pooled Investment Fund | Indefinite | $10,771,000 |
| EDGAR ↗ | Sep 16, 2026 | North Haven Growth & Innovation Fund Offshore Feeder LP | D/A | Pooled Investment Fund | Indefinite | $221,627,000 |
| EDGAR ↗ | Sep 16, 2026 | North Haven Growth & Innovation Fund LP | D/A | Pooled Investment Fund | Indefinite | $993,950,000 |
| EDGAR ↗ | Sep 9, 2026 | MS GIF Employees Offshore Feeder LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 21, 2026 | MS GIF Employees LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 21, 2026 | North Haven Growth & Innovation Fund Offshore Feeder LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 21, 2026 | North Haven Growth & Innovation Fund LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 26, 2026 | Carlyle Tactical Private Credit Fund | D | Investing | $50,000,000 | $50,000,000 |
| EDGAR ↗ | Jun 22, 2026 | Carlyle Credit Solutions, Inc. | D/A | Pooled Investment Fund | Indefinite | $1,741,572,501 |
| EDGAR ↗ | Apr 15, 2026 | MSEE X Employees LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 1, 2026 | North Haven Private Income Fund A LLC | D/A | Pooled Investment Fund | Indefinite | $177,603,072 |
| EDGAR ↗ | Mar 19, 2026 | Carlyle Tactical Private Credit Fund | D | Investing | $100,000,000 | $100,000,000 |
| EDGAR ↗ | Jan 27, 2026 | North Haven Private Income Fund LLC | D/A | Pooled Investment Fund | Indefinite | $3,592,517,832 |
| EDGAR ↗ | Jan 14, 2026 | North Haven Direct Lending Fund RN Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $382,500,000 |
| EDGAR ↗ | Dec 3, 2025 | North Haven Expansion Credit III Offshore LP | D/A | Pooled Investment Fund | Indefinite | $113,114,745 |
| EDGAR ↗ | Dec 3, 2025 | North Haven Expansion Credit III LP | D/A | Pooled Investment Fund | Indefinite | $249,072,704 |
| EDGAR ↗ | Sep 16, 2025 | Carlyle Tactical Private Credit Fund | D | Investing | $200,000,000 | $200,000,000 |
| EDGAR ↗ | Sep 3, 2025 | North Haven Direct Lending Fund Offshore L.P. | D/A | Pooled Investment Fund | Indefinite | $160,000,000 |
| EDGAR ↗ | Sep 3, 2025 | North Haven Direct Lending Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $215,500,000 |
| EDGAR ↗ | Aug 14, 2025 | North Haven Credit Partners IV Offshore L.P. | D/A | Pooled Investment Fund | Indefinite | $615,657,500 |
| EDGAR ↗ | Aug 14, 2025 | North Haven Credit Partners IV SCSp | D/A | Pooled Investment Fund | Indefinite | $135,000,000 |
| EDGAR ↗ | Aug 14, 2025 | North Haven Credit Partners IV L.P. | D/A | Pooled Investment Fund | Indefinite | $449,110,000 |
| EDGAR ↗ | Aug 5, 2025 | Morgan Stanley Capital Partners VIII Investment Team LEF LP | D/A | Pooled Investment Fund | Indefinite | $18,450,000 |
| EDGAR ↗ | Aug 5, 2025 | North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $411,888,000 |
| EDGAR ↗ | Aug 5, 2025 | North Haven Capital Partners VIII U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $865,112,000 |
| EDGAR ↗ | Aug 5, 2025 | North Haven Capital Partners VIII SCSp | D/A | Pooled Investment Fund | Indefinite | $493,006,000 |
| EDGAR ↗ | Aug 5, 2025 | MSCP VIII Employees LP | D/A | Pooled Investment Fund | Indefinite | $57,487,000 |
| EDGAR ↗ | Aug 5, 2025 | North Haven Capital Partners VIII-A LP | D/A | Pooled Investment Fund | Indefinite | $627,902,500 |
| EDGAR ↗ | Aug 5, 2025 | North Haven Capital Partners VIII LP | D/A | Pooled Investment Fund | Indefinite | $673,165,500 |
| EDGAR ↗ | Jun 20, 2025 | Carlyle Credit Solutions, Inc. | D/A | Pooled Investment Fund | Indefinite | $1,206,280,152 |
| EDGAR ↗ | Jun 12, 2025 | Morgan Stanley Capital Partners VIII Investment Team LEF LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 17, 2025 | Carlyle Tactical Private Credit Fund | D | Investing | $100,000,000 | $100,000,000 |
| EDGAR ↗ | Apr 1, 2025 | North Haven Private Income Fund A LLC | D/A | Pooled Investment Fund | Indefinite | $137,613,392 |
| EDGAR ↗ | Feb 21, 2025 | Carlyle Secured Lending III | D/A | Pooled Investment Fund | Indefinite | $302,008,268 |
| EDGAR ↗ | Jan 30, 2025 | North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $183,989,103 |
| EDGAR ↗ | Jan 30, 2025 | North Haven Capital Partners VIII U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $748,481,103 |
| EDGAR ↗ | Jan 30, 2025 | North Haven Capital Partners VIII-A LP | D/A | Pooled Investment Fund | Indefinite | $470,289,103 |
| EDGAR ↗ | Jan 30, 2025 | North Haven Capital Partners VIII SCSp | D/A | Pooled Investment Fund | Indefinite | $346,003,000 |
| EDGAR ↗ | Jan 30, 2025 | MSCP VIII Employees LP | D/A | Pooled Investment Fund | Indefinite | $57,370,000 |
| EDGAR ↗ | Jan 30, 2025 | North Haven Capital Partners VIII-A LP | D/A | Pooled Investment Fund | Indefinite | $470,289,103 |
| EDGAR ↗ | Jan 30, 2025 | North Haven Capital Partners VIII LP | D/A | Pooled Investment Fund | Indefinite | $502,268,980 |
| EDGAR ↗ | Jan 27, 2025 | North Haven Private Income Fund LLC | D/A | Pooled Investment Fund | Indefinite | $3,183,842,040 |
| EDGAR ↗ | Jan 14, 2025 | North Haven Direct Lending Fund RN Feeder L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 4, 2024 | North Haven Expansion Credit III Offshore LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 4, 2024 | North Haven Expansion Credit III LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 25, 2024 | Carlyle Tactical Private Credit Fund | D | Investing | $50,000,000 | $50,000,000 |
| EDGAR ↗ | Sep 30, 2024 | Carlyle Tactical Private Credit Fund | D | Investing | $200,000,000 | $200,000,000 |
| EDGAR ↗ | Sep 27, 2024 | SL Investment Fund II LLC | D/A | Pooled Investment Fund | Indefinite | $167,195,000 |
| EDGAR ↗ | Sep 13, 2024 | North Haven Direct Lending Fund L.P. | D/A | Pooled Investment Fund | Indefinite | $115,500,000 |
| EDGAR ↗ | Sep 13, 2024 | North Haven Direct Lending Fund Offshore L.P. | D/A | Pooled Investment Fund | Indefinite | $100,000,000 |
| EDGAR ↗ | Aug 14, 2024 | North Haven Credit Partners IV SCSp | D/A | Pooled Investment Fund | Indefinite | $110,000,000 |
| EDGAR ↗ | Aug 14, 2024 | North Haven Credit Partners IV Offshore L.P. | D/A | Pooled Investment Fund | Indefinite | $502,957,500 |
| EDGAR ↗ | Aug 14, 2024 | North Haven Credit Partners IV L.P. | D/A | Pooled Investment Fund | Indefinite | $402,880,000 |
| EDGAR ↗ | Aug 13, 2024 | MSCP VIII Employees LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 2, 2024 | SL Investment Fund II LLC | D | Pooled Investment Fund | Indefinite | $800,000 |
| EDGAR ↗ | Jul 1, 2024 | North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 1, 2024 | North Haven Capital Partners VIII U.S. Wealth Management Partners LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 1, 2024 | North Haven Capital Partners VIII SCSp | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 1, 2024 | North Haven Capital Partners VIII-A LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 1, 2024 | North Haven Capital Partners VIII LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 10, 2024 | North Haven Private Income Fund A LLC | D/A | Pooled Investment Fund | Indefinite | $25,946,250 |
| EDGAR ↗ | Mar 29, 2024 | Durango Co-Investors A LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 14, 2024 | Carlyle Credit Solutions, Inc. | D/A | Pooled Investment Fund | Indefinite | $691,643,743 |
| EDGAR ↗ | Feb 27, 2024 | North Haven Capital Partners W50 CV LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 27, 2024 | North Haven Capital Partners W50 Capital LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 23, 2024 | Carlyle Secured Lending III | D/A | Pooled Investment Fund | Indefinite | $302,008,268 |
| EDGAR ↗ | Feb 9, 2024 | North Haven Private Income Fund LLC | D/A | Pooled Investment Fund | Indefinite | $2,440,184,012 |
| EDGAR ↗ | Nov 30, 2023 | Morgan Stanley Expansion Credit II Investment Team LEF L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 16, 2023 | Carlyle Tactical Private Credit Fund | D | Investing | $100,000,000 | $100,000,000 |
| EDGAR ↗ | Oct 11, 2023 | SL Investment Corp. | D/A | Pooled Investment Fund | Indefinite | $164,891,000 |
| EDGAR ↗ | Sep 15, 2023 | North Haven Direct Lending Fund Offshore L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Sep 15, 2023 | North Haven Direct Lending Fund L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 15, 2023 | North Haven Credit Partners IV SCSp | D | Pooled Investment Fund | Indefinite | $110,000,000 |
| EDGAR ↗ | Aug 15, 2023 | North Haven Credit Partners IV Offshore L.P. | D/A | Pooled Investment Fund | Indefinite | $374,520,000 |
| EDGAR ↗ | Aug 15, 2023 | North Haven Credit Partners IV L.P. | D/A | Pooled Investment Fund | Indefinite | $258,480,000 |
| EDGAR ↗ | Jul 21, 2023 | North Haven Private Income Fund A LLC | D | Pooled Investment Fund | Indefinite | $25,946,250 |
| EDGAR ↗ | Jun 29, 2023 | Morgan Stanley Expansion Equity IX Investment Team LEF L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 21, 2023 | North Haven Expansion Equity IX Offshore Feeder LP | D/A | Pooled Investment Fund | Indefinite | $119,175,500 |
| EDGAR ↗ | Jun 21, 2023 | North Haven Expansion Equity IX LP | D/A | Pooled Investment Fund | Indefinite | $596,499,500 |
| EDGAR ↗ | Jun 21, 2023 | Morgan Stanley Next Level Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $23,320,000 |
| EDGAR ↗ | Apr 14, 2023 | North Haven Credit Partners IV Offshore L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 14, 2023 | North Haven Credit Partners IV L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 21, 2023 | Carlyle Secured Lending III | D/A | Pooled Investment Fund | Indefinite | $279,430,000 |
| EDGAR ↗ | Feb 14, 2023 | North Haven Expansion Credit II Offshore Feeder LP | D/A | Pooled Investment Fund | Indefinite | $88,300,000 |
| EDGAR ↗ | Feb 14, 2023 | North Haven Expansion Credit II LP | D/A | Pooled Investment Fund | Indefinite | $291,175,000 |
| EDGAR ↗ | Feb 10, 2023 | North Haven Private Income Fund LLC | D/A | Pooled Investment Fund | Indefinite | $1,274,190,548 |
| EDGAR ↗ | Dec 20, 2022 | Morgan Stanley Direct Lending Fund | D/A | Pooled Investment Fund | Indefinite | $1,318,158,122 |
| EDGAR ↗ | Nov 18, 2022 | Carlyle Tactical Private Credit Fund | D | Investing | $25,000,000 | $25,000,000 |
| EDGAR ↗ | Oct 11, 2022 | SL Investment Corp. | D/A | Pooled Investment Fund | Indefinite | $652,541,000 |
| EDGAR ↗ | Sep 12, 2022 | Carlyle Tactical Private Credit Fund | D | Investing | $75,000,000 | $75,000,000 |
| EDGAR ↗ | Jun 21, 2022 | Morgan Stanley Next Level Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $11,390,000 |
| EDGAR ↗ | May 17, 2022 | Carlyle Tactical Private Credit Fund | D | Investing | $150,000,000 | $150,000,000 |
| EDGAR ↗ | Mar 30, 2022 | Carlyle Credit Solutions, Inc. | D/A | Pooled Investment Fund | Indefinite | $647,757,690 |
| EDGAR ↗ | Mar 22, 2022 | Carlyle Tactical Private Credit Fund | D | Investing | $50,000,000 | $50,000,000 |
| EDGAR ↗ | Mar 14, 2022 | Credit Opportunities (Series M) LP | D | Pooled Investment Fund | Indefinite | $300,000,000 |
| EDGAR ↗ | Feb 22, 2022 | Carlyle Secured Lending III | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 10, 2022 | North Haven Private Income Fund LLC | D | Pooled Investment Fund | Indefinite | $450,057,219 |
| EDGAR ↗ | Jan 19, 2022 | North Haven Capital Partners VII SCSp | D/A | Pooled Investment Fund | Indefinite | $141,000,000 |
| EDGAR ↗ | Jan 19, 2022 | North Haven Capital Partners VII-A LP | D/A | Pooled Investment Fund | Indefinite | $729,250,000 |
| EDGAR ↗ | Jan 19, 2022 | North Haven Capital Partners VII Non-U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $205,875,000 |
| EDGAR ↗ | Jan 19, 2022 | North Haven Capital Partners VII U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $635,205,000 |
| EDGAR ↗ | Jan 19, 2022 | North Haven Capital Partners VII LP | D/A | Pooled Investment Fund | Indefinite | $318,085,000 |
| EDGAR ↗ | Jan 7, 2022 | Morgan Stanley Capital Partners VII Investment Team LEF L.P. | D | Pooled Investment Fund | Indefinite | $13,800,000 |
| EDGAR ↗ | Dec 21, 2021 | North Haven Expansion Credit II Offshore Feeder LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 21, 2021 | North Haven Expansion Credit II LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 17, 2021 | Morgan Stanley Direct Lending Fund | D/A | Pooled Investment Fund | Indefinite | $1,315,733,122 |
| EDGAR ↗ | Dec 9, 2021 | North Haven Capital Partners VII-A LP | D/A | Pooled Investment Fund | Indefinite | $607,500,000 |
| EDGAR ↗ | Dec 9, 2021 | North Haven Capital Partners VII Non-U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $192,375,000 |
| EDGAR ↗ | Dec 9, 2021 | North Haven Capital Partners VII U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $609,105,000 |
| EDGAR ↗ | Dec 9, 2021 | North Haven Capital Partners VII LP | D/A | Pooled Investment Fund | Indefinite | $302,585,000 |
| EDGAR ↗ | Nov 30, 2021 | North Haven Asia Alpha SPV, L.P. | D | Pooled Investment Fund | Indefinite | $58,600,000 |
| EDGAR ↗ | Nov 29, 2021 | North Haven Asia Alpha SMA, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 10, 2021 | North Haven Capital Partners CV-A LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 10, 2021 | North Haven Capital Partners CV LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 22, 2021 | SL Investment Corp. | D/A | Pooled Investment Fund | Indefinite | $652,541,000 |
| EDGAR ↗ | Oct 20, 2021 | QEB PARENT, L.P. | D | Business Services | Indefinite | $2,328,000 |
| EDGAR ↗ | Jun 24, 2021 | North Haven Expansion Equity IX LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 24, 2021 | North Haven Expansion Equity IX Offshore Feeder LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 22, 2021 | Morgan Stanley Next Level Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 20, 2021 | North Haven Falcon Co-Invest Aggregator, LP | D | Pooled Investment Fund | Indefinite | $20,100,000 |
| EDGAR ↗ | May 19, 2021 | North Haven Capital Partners VII SCSp | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 2, 2021 | North Haven Credit Partners III Feeder SCSp | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 2, 2021 | North Haven Credit Partners III SCSp | D/A | Pooled Investment Fund | Indefinite | $110,000,000 |
| EDGAR ↗ | Apr 2, 2021 | North Haven Credit Partners III Offshore Private Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $138,368,000 |
| EDGAR ↗ | Apr 2, 2021 | North Haven Credit Partners III Onshore Private Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $322,590,000 |
| EDGAR ↗ | Apr 2, 2021 | North Haven Credit Partners III Offshore Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $185,500,000 |
| EDGAR ↗ | Apr 2, 2021 | North Haven Credit Partners III L.P. | D/A | Pooled Investment Fund | Indefinite | $797,408,000 |
| EDGAR ↗ | Mar 31, 2021 | North Haven Private Equity Asia V Offshore, L.P. | D/A | Pooled Investment Fund | Indefinite | $246,605,663 |
| EDGAR ↗ | Mar 31, 2021 | North Haven Private Equity Asia V, L.P. | D/A | Pooled Investment Fund | Indefinite | $395,787,587 |
| EDGAR ↗ | Mar 31, 2021 | North Haven Private Equity Asia V TEI Feeder, L.P. | D/A | Pooled Investment Fund | Indefinite | $32,420,000 |
| EDGAR ↗ | Mar 31, 2021 | North Haven Private Equity Asia V TEI Intermediate, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,480,000 |
| EDGAR ↗ | Dec 18, 2020 | Morgan Stanley Direct Lending Fund | D/A | Pooled Investment Fund | Indefinite | $1,200,963,122 |
| EDGAR ↗ | Dec 11, 2020 | North Haven Capital Partners VII-A LP | D/A | Pooled Investment Fund | Indefinite | $477,000,000 |
| EDGAR ↗ | Dec 11, 2020 | North Haven Capital Partners VII Non-U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $89,250,000 |
| EDGAR ↗ | Dec 11, 2020 | North Haven Capital Partners VII U.S. Wealth Management Partners LP | D/A | Pooled Investment Fund | Indefinite | $460,230,000 |
| EDGAR ↗ | Dec 11, 2020 | North Haven Capital Partners VII LP | D/A | Pooled Investment Fund | Indefinite | $226,285,000 |
| EDGAR ↗ | Oct 23, 2020 | SL Investment Corp. | D | Pooled Investment Fund | Indefinite | $480,041,000 |
| EDGAR ↗ | Sep 18, 2020 | North Haven Private Equity Asia V Offshore, L.P. | D/A | Pooled Investment Fund | Indefinite | $239,600,000 |
| EDGAR ↗ | Sep 18, 2020 | North Haven Private Equity Asia V, L.P. | D/A | Pooled Investment Fund | Indefinite | $398,330,000 |
| EDGAR ↗ | Sep 18, 2020 | North Haven Private Equity Asia V TEI Feeder, L.P. | D/A | Pooled Investment Fund | Indefinite | $29,350,000 |
| EDGAR ↗ | Sep 18, 2020 | North Haven Private Equity Asia V TEI Intermediate, L.P. | D/A | Pooled Investment Fund | Indefinite | $29,350,000 |
| EDGAR ↗ | Apr 3, 2020 | North Haven Credit Partners III SCSp | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 3, 2020 | North Haven Credit Partners III Feeder SCSp | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 3, 2020 | North Haven Credit Partners III Offshore Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $175,500,000 |
| EDGAR ↗ | Apr 3, 2020 | North Haven Credit Partners III L.P. | D/A | Pooled Investment Fund | Indefinite | $674,008,000 |
| EDGAR ↗ | Apr 3, 2020 | North Haven Credit Partners III Offshore Private Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $127,218,000 |
| EDGAR ↗ | Apr 3, 2020 | North Haven Credit Partners III Onshore Private Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $292,040,000 |
| EDGAR ↗ | Dec 27, 2019 | Morgan Stanley Direct Lending Fund | D | Pooled Investment Fund | Indefinite | $755,285,322 |
| EDGAR ↗ | Dec 13, 2019 | North Haven Capital Partners VII-A LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 13, 2019 | North Haven Capital Partners VII Non-U.S. Wealth Management Partners LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 13, 2019 | North Haven Capital Partners VII U.S. Wealth Management Partners LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 13, 2019 | North Haven Capital Partners VII LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 24, 2019 | North Haven Private Equity Asia V Offshore, L.P. | D/A | Pooled Investment Fund | Indefinite | $212,450,000 |
| EDGAR ↗ | Sep 20, 2019 | North Haven Private Equity Asia V, L.P. | D/A | Pooled Investment Fund | Indefinite | $366,425,000 |
| EDGAR ↗ | Sep 20, 2019 | North Haven Private Equity Asia V TEI Feeder, L.P. | D/A | Pooled Investment Fund | Indefinite | $28,320,000 |
| EDGAR ↗ | Sep 20, 2019 | North Haven Private Equity Asia V TEI Intermediate, L.P. | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 2, 2019 | Carlyle Credit Solutions, Inc. | D/A | Pooled Investment Fund | Indefinite | $673,752,452 |
| EDGAR ↗ | May 10, 2019 | North Haven Credit Partners III Offshore Private Investors L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 10, 2019 | North Haven Credit Partners III Offshore Feeder L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 10, 2019 | North Haven Credit Partners III Onshore Private Investors L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 10, 2019 | North Haven Credit Partners III L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 23, 2018 | North Haven Private Equity Asia V Offshore, L.P. | D | Pooled Investment Fund | Indefinite | $47,100,000 |
| EDGAR ↗ | Sep 21, 2018 | North Haven Private Equity Asia V, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Sep 21, 2018 | North Haven Private Equity Asia V TEI Feeder, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Sep 21, 2018 | North Haven Private Equity Asia V TEI Intermediate, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 27, 2018 | EmployBridge Holding Co | D | Other | $1,413,750 | $1,413,750 |
| EDGAR ↗ | Jun 12, 2018 | Carlyle Credit Solutions, Inc. | D/A | Pooled Investment Fund | Indefinite | $624,437,190 |
| EDGAR ↗ | Apr 30, 2018 | EmployBridge Holding Co | D | Other | $125,000,700 | $125,000,700 |
| EDGAR ↗ | Nov 21, 2017 | Carlyle Credit Solutions, Inc. | D/A | Pooled Investment Fund | Indefinite | $292,708,750 |
| EDGAR ↗ | Oct 27, 2017 | Carlyle Credit Solutions, Inc. | D/A | Pooled Investment Fund | Indefinite | $185,830,000 |
| EDGAR ↗ | Sep 22, 2017 | Carlyle Credit Solutions, Inc. | D | Pooled Investment Fund | Indefinite | $185,830,000 |
| EDGAR ↗ | Aug 17, 2017 | North Haven Senior Loan Fund Private Investors L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 17, 2017 | North Haven Senior Loan Fund L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 11, 2017 | North Haven Energy Capital Fund Non-U.S. Wealth Management Feeder LP | D/A | Pooled Investment Fund | Indefinite | $126,105,000 |
| EDGAR ↗ | Aug 11, 2017 | North Haven Energy Capital Fund U.S. Wealth Management Feeder LP | D/A | Pooled Investment Fund | Indefinite | $224,485,000 |
| EDGAR ↗ | Aug 11, 2017 | North Haven Energy Capital Fund LP | D/A | Pooled Investment Fund | Indefinite | $254,485,000 |
| EDGAR ↗ | Aug 11, 2017 | North Haven Energy Capital Fund-A LP | D/A | Pooled Investment Fund | Indefinite | $201,105,000 |
| EDGAR ↗ | Jul 24, 2017 | EmployBridge Holding Co | D | Other | $4,200,000 | $4,200,000 |
| EDGAR ↗ | Jun 29, 2017 | EmployBridge Holding Co | D | Other | $2,038,283 | $2,038,283 |
| EDGAR ↗ | Apr 14, 2017 | North Haven Expansion Equity Offshore Feeder LP | D | Pooled Investment Fund | Indefinite | $22,450,000 |
| EDGAR ↗ | Apr 14, 2017 | North Haven Expansion Equity LP | D | Pooled Investment Fund | Indefinite | $131,885,000 |
| EDGAR ↗ | Mar 22, 2017 | TCG BDC, INC. | D/A | Pooled Investment Fund | Indefinite | $1,058,026,975 |
| EDGAR ↗ | Dec 5, 2016 | NF Investment Corp. | D/A | Pooled Investment Fund | Indefinite | $114,925,000 |
| EDGAR ↗ | Dec 5, 2016 | TCG BDC, INC. | D/A | Pooled Investment Fund | Indefinite | $999,085,788 |
| EDGAR ↗ | Oct 17, 2016 | North Haven Expansion Credit Offshore Feeder LP | D | Pooled Investment Fund | Indefinite | $3,500,000 |
| EDGAR ↗ | Aug 11, 2016 | North Haven Energy Capital Fund Non-U.S. Wealth Management Feeder LP | D/A | Pooled Investment Fund | Indefinite | $106,365,000 |
| EDGAR ↗ | Aug 11, 2016 | North Haven Energy Capital Fund U.S. Wealth Management Feeder LP | D/A | Pooled Investment Fund | Indefinite | $182,650,000 |
| EDGAR ↗ | Aug 11, 2016 | North Haven Energy Capital Fund LP | D/A | Pooled Investment Fund | Indefinite | $212,650,000 |
| EDGAR ↗ | Aug 11, 2016 | North Haven Energy Capital Fund-A LP | D/A | Pooled Investment Fund | Indefinite | $181,365,000 |
| EDGAR ↗ | Jun 30, 2016 | North Haven Capital Partners VI U.S. Wealth Management Partners-A LP | D/A | Pooled Investment Fund | Indefinite | $1,087,756,895 |
| EDGAR ↗ | Jun 30, 2016 | North Haven Capital Partners VI U.S. Wealth Management Feeder-A LP | D/A | Pooled Investment Fund | Indefinite | $1,087,756,895 |
| EDGAR ↗ | Jun 30, 2016 | North Haven Capital Partners VI U.S. Wealth Management Partners-B LP | D/A | Pooled Investment Fund | Indefinite | $1,087,756,895 |
| EDGAR ↗ | Jun 30, 2016 | North Haven Capital Partners VI U.S. Wealth Management Feeder-B LP | D/A | Pooled Investment Fund | Indefinite | $1,087,756,895 |
| EDGAR ↗ | Jun 30, 2016 | North Haven Capital Partners VI Non-U.S. Wealth Management Feeder LP | D/A | Pooled Investment Fund | Indefinite | $1,087,756,895 |
| EDGAR ↗ | Jun 30, 2016 | North Haven Capital Partners VI-A LP | D/A | Pooled Investment Fund | Indefinite | $1,087,756,895 |
| EDGAR ↗ | Jun 30, 2016 | North Haven Capital Partners VI LP | D/A | Pooled Investment Fund | Indefinite | $1,087,756,895 |
| EDGAR ↗ | May 27, 2016 | NF Investment Corp. | D/A | Pooled Investment Fund | Indefinite | $114,925,000 |
| EDGAR ↗ | May 27, 2016 | TCG BDC, INC. | D/A | Pooled Investment Fund | Indefinite | $976,784,208 |
| EDGAR ↗ | Dec 15, 2015 | North Haven Expansion Credit LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 11, 2015 | North Haven Energy Capital Fund Non-U.S. Wealth Management Feeder LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 11, 2015 | North Haven Energy Capital Fund U.S. Wealth Management Feeder LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 11, 2015 | North Haven Energy Capital Fund LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 11, 2015 | North Haven Energy Capital Fund-A LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 22, 2015 | EmployBridge Holding Co | D/A | Other | Indefinite | $1,429,976 |
| EDGAR ↗ | Jul 22, 2015 | NF Investment Corp. | D/A | Pooled Investment Fund | Indefinite | $114,925,000 |
| EDGAR ↗ | Jul 22, 2015 | TCG BDC, INC. | D/A | Pooled Investment Fund | Indefinite | $937,256,594 |
| EDGAR ↗ | Jul 1, 2015 | North Haven Capital Partners VI U.S. Wealth Management Feeder-A LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 30, 2015 | North Haven Capital Partners VI U.S. Wealth Management Feeder-B LP | D/A | Pooled Investment Fund | Indefinite | $767,000,000 |
| EDGAR ↗ | Jun 30, 2015 | North Haven Capital Partners VI U.S. Wealth Management Partners-B LP | D | Pooled Investment Fund | Indefinite | $767,000,000 |
| EDGAR ↗ | Jun 30, 2015 | North Haven Capital Partners VI U.S. Wealth Management Partners-A LP | D | Pooled Investment Fund | Indefinite | $767,000,000 |
| EDGAR ↗ | Jun 30, 2015 | North Haven Capital Partners VI LP | D/A | Pooled Investment Fund | Indefinite | $767,000,000 |
| EDGAR ↗ | Jun 30, 2015 | North Haven Capital Partners VI-A LP | D/A | Pooled Investment Fund | Indefinite | $767,000,000 |
| EDGAR ↗ | Jun 30, 2015 | North Haven Capital Partners VI Non-U.S. Wealth Management Feeder LP | D/A | Pooled Investment Fund | Indefinite | $767,000,000 |
| EDGAR ↗ | Jun 2, 2015 | EmployBridge Holding Co | D | Other | $929,985 | $929,985 |
| EDGAR ↗ | Feb 24, 2015 | EmployBridge Holding Co | D | Other | $216,477,989 | $216,477,989 |
| EDGAR ↗ | Dec 5, 2014 | North Haven Capital Partners VI U.S. Wealth Management Feeder-B LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 5, 2014 | North Haven Capital Partners VI Non-U.S. Wealth Management Feeder LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 5, 2014 | North Haven Capital Partners VI-A LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 5, 2014 | North Haven Capital Partners VI LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 4, 2014 | NF Investment Corp. | D/A | Pooled Investment Fund | Indefinite | $114,925,000 |
| EDGAR ↗ | Aug 4, 2014 | TCG BDC, INC. | D/A | Pooled Investment Fund | Indefinite | $894,414,000 |
| EDGAR ↗ | Jul 16, 2014 | Morgan Stanley Credit Partners II Offshore Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $142,000,500 |
| EDGAR ↗ | Jul 16, 2014 | Morgan Stanley Credit Partners II L.P. | D/A | Pooled Investment Fund | Indefinite | $737,038,000 |
| EDGAR ↗ | May 29, 2014 | EmployBridge Holding Co | D | Other | $4,000,000 | $4,000,000 |
| EDGAR ↗ | Jan 16, 2014 | Morgan Stanley Credit Partners II Onshore Core Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $342,755,000 |
| EDGAR ↗ | Jan 16, 2014 | Morgan Stanley Credit Partners II Offshore Core Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $100,173,500 |
| EDGAR ↗ | Aug 7, 2013 | NF Investment Corp. | D | Pooled Investment Fund | Indefinite | $80,075,000 |
| EDGAR ↗ | Aug 6, 2013 | TCG BDC, INC. | D/A | Pooled Investment Fund | Indefinite | $651,215,000 |
| EDGAR ↗ | Jul 16, 2013 | Morgan Stanley Credit Partners II Offshore Core Feeder L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 16, 2013 | Morgan Stanley Credit Partners II Offshore Feeder L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 16, 2013 | Morgan Stanley Credit Partners II Onshore Core Feeder L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 16, 2013 | Morgan Stanley Credit Partners II L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 8, 2013 | TCG BDC, INC. | D | Pooled Investment Fund | Indefinite | $155,000,000 |
| EDGAR ↗ | Sep 7, 2012 | Morgan Stanley Expansion Capital LP | D/A | Pooled Investment Fund | $144,075,000 | $144,075,000 |
| EDGAR ↗ | Sep 7, 2012 | Morgan Stanley Expansion Capital Offshore Feeder LP | D/A | Pooled Investment Fund | $31,750,000 | $31,750,000 |
| EDGAR ↗ | Aug 24, 2011 | Morgan Stanley Expansion Capital LP | D/A | Pooled Investment Fund | Indefinite | $126,150,000 |
| EDGAR ↗ | Aug 24, 2011 | Morgan Stanley Expansion Capital Offshore Feeder LP | D/A | Pooled Investment Fund | Indefinite | $19,500,000 |
| EDGAR ↗ | Jun 13, 2011 | Morgan Stanley Expansion Capital LP | D | Pooled Investment Fund | Indefinite | $98,650,000 |
| EDGAR ↗ | Jun 13, 2011 | Morgan Stanley Expansion Capital Offshore Feeder LP | D | Pooled Investment Fund | Indefinite | $7,750,000 |
| EDGAR ↗ | Jun 13, 2011 | MS Expansion Capital Co-Investment Vehicle LP | D | Pooled Investment Fund | Indefinite | $62,825,000 |
| EDGAR ↗ | Jun 13, 2011 | MS EXPANSION CAPITAL CO-INVESTMENT OFFSHORE FEEDER VEHICLE LP | D | Pooled Investment Fund | Indefinite | $7,500,000 |
| EDGAR ↗ | Jun 3, 2011 | MS EB Holdco, LLC | D | Business Services | $4,697,500 | $4,697,500 |
| EDGAR ↗ | Jun 3, 2011 | Employbridge Holding Co | D | Business Services | $4,660,000 | $4,660,000 |
| EDGAR ↗ | Jan 18, 2011 | Morgan Stanley Credit Partners Onshore Core Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $162,750,000 |
| EDGAR ↗ | Jan 18, 2011 | Morgan Stanley Credit Partners Onshore Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $269,900,000 |
| EDGAR ↗ | Jan 18, 2011 | Morgan Stanley Credit Partners Offshore Core Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $41,850,000 |
| EDGAR ↗ | Jan 18, 2011 | Morgan Stanley Credit Partners Offshore Feeder L.P. | D/A | Pooled Investment Fund | Indefinite | $154,300,000 |
| EDGAR ↗ | Jan 18, 2011 | Morgan Stanley Credit Partners L.P. | D/A | Pooled Investment Fund | Indefinite | $895,230,631 |
| EDGAR ↗ | Jan 6, 2010 | Morgan Stanley Capital Partners V (Feeder) LP | D | Pooled Investment Fund | Indefinite | $250,000 |
| EDGAR ↗ | Dec 30, 2009 | Morgan Stanley Credit Partners Onshore Core Feeder L.P. | D | Pooled Investment Fund | Indefinite | $126,725,000 |
| EDGAR ↗ | Dec 30, 2009 | Morgan Stanley Credit Partners Offshore Feeder L.P. | D | Pooled Investment Fund | Indefinite | $91,500,500 |
| EDGAR ↗ | Dec 30, 2009 | Morgan Stanley Credit Partners Offshore Core Feeder L.P. | D | Pooled Investment Fund | Indefinite | $28,650,500 |
| EDGAR ↗ | Dec 30, 2009 | Morgan Stanley Credit Partners Onshore Feeder L.P. | D | Pooled Investment Fund | Indefinite | $208,800,000 |
| EDGAR ↗ | Dec 30, 2009 | Morgan Stanley Credit Partners L.P. | D | Pooled Investment Fund | Indefinite | $555,676,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Employee Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $68,400,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V LP | D/A | Pooled Investment Fund | Indefinite | $101,000,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Offshore Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $84,200,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Private Investors LP | D/A | Pooled Investment Fund | Indefinite | $67,750,000 |
| EDGAR ↗ | Nov 24, 2009 | MORGAN STANLEY CAPITAL PARTNERS V INVESTMENT TEAM LCIP L.P. | D/A | Pooled Investment Fund | Indefinite | $11,165,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Cayman L.P. | D/A | Pooled Investment Fund | Indefinite | $101,500,002 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Core Investors LP | D/A | Pooled Investment Fund | Indefinite | $107,324,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Cayman (Non-U.S. Feeder) L.P. | D/A | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Cayman (Tax-Exempt Feeder) L.P. | D/A | Pooled Investment Fund | Indefinite | $17,500,002 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Advisory Council Investors LP | D/A | Pooled Investment Fund | Indefinite | $35,000,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Offshore Advisory Council Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $2,000,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V U.K. Employee Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $7,125,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Offshore Employee Investors L.P. | D/A | Pooled Investment Fund | Indefinite | $12,675,000 |
| EDGAR ↗ | Nov 24, 2009 | Morgan Stanley Capital Partners V Shari'a Compliant L.P. | D/A | Pooled Investment Fund | Indefinite | $68,000,000 |
Activity: 7 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 16, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2010), Business Services (2011), Pooled Investment Fund (2011–2013), Other (2014), Pooled Investment Fund (2014), Other (2015), Pooled Investment Fund (2015–2017), Other (2017), Pooled Investment Fund (2017), Other (2018), Pooled Investment Fund (2018–2021), Business Services (2021), Pooled Investment Fund (2021–2022), Investing (2022), Pooled Investment Fund (2023), Investing (2023), Pooled Investment Fund (2023–2024), Investing (2024), Pooled Investment Fund (2024–2025), Investing (2025), Pooled Investment Fund (2025), Investing (2025–2026), Pooled Investment Fund (2026), Investing (2026). Latest offering: Pooled Investment Fund (2026; most recent Sep 9, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| David N. Miller | Executive Officer, Director | 38 | Sep 21, 2018 → Sep 16, 2026 |
| Debra Abramovitz | Executive Officer | 37 | Jan 18, 2011 → Apr 15, 2026 |
| Christopher H. Norris | Executive Officer, Director | 33 | Dec 5, 2014 → Sep 16, 2026 |
| Alan Jones | Executive Officer, Director | 30 | Nov 24, 2009 → Apr 14, 2017 |
| Aaron Sack | Director, Executive Officer | 27 | Jun 3, 2011 → Aug 5, 2025 |
| Richard A. Schultz | Executive Officer | 27 | Dec 5, 2014 → Aug 5, 2025 |
| Eric Fry | Director, Executive Officer | 26 | Nov 24, 2009 → Aug 11, 2015 |
| Eric Kanter | Executive Officer | 23 | Jun 30, 2015 → Aug 5, 2025 |
| Adam Shaw | Director, Executive Officer | 20 | Jun 3, 2011 → Aug 5, 2025 |
| Robert R. Lee | Executive Officer, Director | 20 | Aug 11, 2015 → Jan 19, 2022 |
| Stephen Trevor | Executive Officer, Director | 20 | Nov 24, 2009 → Jan 6, 2010 |
| James Howland | Executive Officer, Director | 18 | Jun 3, 2011 → Jan 19, 2022 |
| John J. Moon | Executive Officer, Director | 17 | Dec 5, 2014 → Mar 29, 2024 |
| PETER Y. CHUNG | Executive Officer, Director | 16 | Jun 13, 2011 → Dec 3, 2025 |
| Lincoln Isetta | Executive Officer, Director | 16 | Jun 13, 2011 → Dec 3, 2025 |
| James R. Stewart | Executive Officer | 16 | Dec 13, 2019 → Aug 5, 2025 |
| Steve Rodgers | Executive Officer | 16 | Dec 13, 2019 → Aug 5, 2025 |
| Carlos Santiago | Executive Officer | 16 | Oct 24, 2019 → Jun 21, 2023 |
| Melissa Daniels | Executive Officer, Director | 15 | Jun 13, 2011 → Dec 3, 2025 |
| MS Capital Partners V GP L.P. entity | Promoter | 14 | Nov 24, 2009 → Jan 6, 2010 |
| Orit Mizrachi | Executive Officer, Director | 12 | Aug 4, 2014 → Apr 1, 2026 |
| Jeffrey S Levin | Executive Officer, Director | 12 | May 27, 2016 → Apr 1, 2025 |
| Gary Matthews | Executive Officer | 11 | Dec 5, 2014 → Dec 13, 2019 |
| David M. Thompson | Executive Officer | 10 | Dec 13, 2019 → Aug 5, 2025 |
| Anita Rios | Executive Officer | 10 | Dec 13, 2019 → Jun 21, 2023 |
| Amy Yeung | Executive Officer | 10 | Dec 13, 2019 → Jun 21, 2023 |
| Mohammad Sheikh | Executive Officer | 10 | Dec 13, 2019 → Jun 21, 2023 |
| Fred F. Wang | Executive Officer | 10 | Dec 13, 2019 → Jun 21, 2023 |
| Emrah Ertamay | Executive Officer | 10 | Dec 13, 2019 → Jun 21, 2023 |
| Kara Fricke | Executive Officer | 10 | Dec 13, 2019 → Jun 21, 2023 |
| Judy Choi | Executive Officer | 10 | Dec 11, 2020 → Jun 21, 2023 |
| Annielyn Gonzales | Executive Officer | 10 | Dec 11, 2020 → Jun 21, 2023 |
| Evelyn Bagdasarova | Executive Officer | 10 | Dec 11, 2020 → Jun 21, 2023 |
| David Cook | Executive Officer | 9 | Dec 13, 2019 → Sep 16, 2026 |
| Giselle Lopez-Velasco | Executive Officer | 9 | Dec 13, 2019 → Jan 19, 2022 |
| Jason Hirsch | Executive Officer | 9 | Dec 13, 2019 → Jan 19, 2022 |
| Kasia Mello | Executive Officer | 9 | Dec 13, 2019 → Jan 19, 2022 |
| Dmitriy Muchnik | Executive Officer | 9 | Dec 13, 2019 → Jan 19, 2022 |
| Alexander Roso | Executive Officer | 9 | Dec 13, 2019 → Jan 19, 2022 |
| Mustafa Salehbhai | Executive Officer | 9 | Dec 13, 2019 → Jan 19, 2022 |
| Geoff Laporte | Executive Officer | 9 | Dec 13, 2019 → Jan 19, 2022 |
| Joshua Balik-Klein | Executive Officer | 9 | Dec 13, 2019 → Jan 19, 2022 |
| Terrence Avella | Executive Officer | 9 | Dec 11, 2020 → Jan 19, 2022 |
| Jill Wight | Executive Officer | 9 | Dec 11, 2020 → Jan 19, 2022 |
| Bradley N. Rothman | Executive Officer | 9 | May 20, 2021 → Jan 19, 2022 |
| Bill Reiland | Executive Officer | 8 | Jun 24, 2021 → Dec 3, 2025 |
| Venugopal N. Rathi | Executive Officer | 8 | Jul 22, 2015 → Jul 21, 2023 |
| Harrison Grussmark | Executive Officer | 8 | May 20, 2021 → Jan 19, 2022 |
| Max Waterous | Executive Officer | 8 | May 20, 2021 → Jan 19, 2022 |
| MS Capital Partners VIII GP LP entity | Promoter | 7 | Jul 1, 2024 → Aug 5, 2025 |
| Marnie E. Niziolek | Executive Officer | 7 | Nov 10, 2021 → Jan 19, 2022 |
| CHRISTIAN P. WENZEL | Executive Officer | 7 | Nov 10, 2021 → Jan 19, 2022 |
| MS Capital Partners VII GP LP entity | Promoter | 7 | Dec 13, 2019 → Jan 19, 2022 |
| Kate Kennedy | Executive Officer | 7 | Dec 11, 2020 → Jan 19, 2022 |
| Luc Rampen | Executive Officer | 7 | Nov 10, 2021 → Jan 19, 2022 |
| Henry D'Alessandro | Executive Officer | 7 | Dec 30, 2009 → Aug 17, 2017 |
| Morgan Stanley Capital Partners VI GP Inc. entity | Promoter | 7 | Dec 5, 2014 → Jun 30, 2016 |
| Michael Occi, Jr. | Executive Officer, Director | 6 | Feb 10, 2023 → Apr 1, 2026 |
| David Thompson | Executive Officer | 6 | Jul 1, 2024 → Aug 5, 2025 |
| Morgan Stanley Private Equity Asia V GP ONT, L.P. entity | Promoter | 6 | Sep 21, 2018 → Nov 30, 2021 |
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