Sponsor Check › Sponsor group
16 issuers linked to one sponsor · NEW YORK, NY
Grouped because: 9 shared people, 7 shared management entities, same business address (11 issuers), similar issuer names (16) (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: Oct 9, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:52 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
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.
4 of 16 offerings report sales commissions totalling $12,683,399; 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 ↗ | Oct 9, 2026 D File 021-600631 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 21, 2026 D/A File 021-555449 | $0 | $0 | $0 Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees, the amount of which cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Aug 21, 2026 D/A File 021-555450 | $0 | $0 | $0 Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees, the amount of which cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Aug 11, 2026 D/A File 021-339729 | $1,518,781 | $0 | $0 Issuer's confidential offering materials fully discuss management fees. Messrs. Vareika and Francq receive annual fees as independent directors of the Issuer. | Andrews Partners BrokerCheck CRD 36402 ↗ Britehorn Securities BrokerCheck CRD 36402 ↗ via William Tice (CRD 2269464 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Anne Christianson Buchanan (CRD 5519484 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Brian Christopher O'Grady (CRD 4398454 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Adam Wesley Cross (CRD 5420204 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Howard Lawrence Abrahams (CRD 2568374 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Matthew Schref (CRD 4826447 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Kimberley Claire Rosko (CRD 5145620 ↗) |
| EDGAR ↗ | Jul 27, 2026 D/A File 021-517661 | $0 | $0 | $0 | UBS Securities LLC BrokerCheck CRD 7654 ↗ |
| EDGAR ↗ | Jul 13, 2026 D File 021-590491 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 14, 2026 D/A File 021-143118 | $11,117,618 | $0 | $0 (est.) The investment manager is entitled to a management fee. The management fee is fully described in the Issuer's confidential offering materials. | Advance Equities Inc. BrokerCheck CRD 35545 ↗ Conservative Asset Management Inc. BrokerCheck CRD 145700 ↗ Argentus Securities LLC (formerly Summitt) BrokerCheck CRD 45915 ↗ Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗ Evolve Bank and Trust no CRD number reported Feltl and Company, Inc. BrokerCheck CRD 6905 ↗ Gentry Securities LLC BrokerCheck CRD 155142 ↗ Harbor Light Securities, LLC BrokerCheck CRD 130227 ↗ IFS Securities, Inc. BrokerCheck CRD 40375 ↗ Welcome Life Securities, LLC BrokerCheck CRD 142281 ↗ Landolt Securities, Inc. BrokerCheck CRD 28352 ↗ Britehorn Securities BrokerCheck CRD 36402 ↗ Cabot Lodge Securities, LLC BrokerCheck CRD 159712 ↗ |
| EDGAR ↗ | Apr 16, 2026 D/A File 021-282538 | $0 | $0 | $0 Issuer's confidential offering materials fully discuss management fees. Messrs. Vareika and Francq receive annual fees as independent directors of the Issuer. | Britehorn Securities BrokerCheck CRD 36402 ↗ |
| EDGAR ↗ | Apr 14, 2026 D/A File 021-543681 | $0 | $0 | $0 Issuer's confidential offering materials fully discuss fees. | None listed on this filing |
| EDGAR ↗ | Apr 14, 2026 D/A File 021-543799 | $0 | $0 | $0 Issuer's confidential offering materials fully discuss fees. | None listed on this filing |
| EDGAR ↗ | Mar 12, 2026 D/A File 021-540703 | $35,000 (est.) | $0 | $0 Issuer's confidential offering materials fully discuss fees. | iCapital Markets LLC BrokerCheck CRD 118219 ↗ River Wey Capital LLP no CRD number reported |
| EDGAR ↗ | Dec 23, 2025 D File 021-567932 | $12,000 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) Lauren Janian BrokerCheck CRD 7866057 ↗ via A5 Securities LLC (CRD 288410 ↗) |
| EDGAR ↗ | Dec 12, 2025 D/A File 021-566099 | $0 | $0 | $0 Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees, the amount of which cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Dec 12, 2025 D File 021-566696 | $0 | $0 | $0 Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees, the amount of which cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Jan 8, 2025 D File 021-534556 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 1, 2023 D/A File 021-464372 | $0 | $0 | $0 Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees, the amount of which cannot be estimated at this time. | 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 16 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 Obra 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, 12:57 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 ↗ | Obra Insurance Fund, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 19 | $2,601,969,185 offering Indefinite · similar: $155,000–$5,250,000 | 4927 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2026 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VII | shared people, shared management entity, similar issuer names | LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 11 | $613,091,939 offering Indefinite · similar: $155,000–$5,250,000 | 273 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2026 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VIII | shared people, shared management entity, similar issuer names | LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 9 | $58,562,763 offering Indefinite · similar: $155,000–$5,250,000 | 62 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2026 |
| EDGAR ↗ | Obra Insurance Special Situations Fund, LP | shared management entity, similar issuer names | AUSTIN, TX | Pooled Investment Fund | 2 | $107,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | $500,000 similar: $1,000–$100,000 | 2022–2023 |
| EDGAR ↗ | Obra Longevity Rated Feeder Fund, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $294,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | Obra Longevity NRF, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $160,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Obra Real Estate Income Fund, LP | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $15,832,250 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Obra Diversified Alternative Income Cayman, LP | shared people, shared management entity, similar issuer names | GEORGE TOWN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $19,643,086 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Obra Diversified Alternative Income Fund, LP | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $79,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Obra Insurance Special Situations Fund II, LP | shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 2 | $116,945,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | OISSF II Feeder, LP | shared management entity, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 2 | $59,650,000 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Obra Clif Opportunity Fund III, LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $17,750,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Obra Clif Feeder 2025-1, LLC | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $52,750,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Obra REIF REIT, LLC | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering $125,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Obra CL Investments LLC | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $167,391,942 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Obra Life & Annuity Fund, LP | shared people, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $125,571,560 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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 ↗ | Oct 9, 2026 | Obra Life & Annuity Fund, LP | D | Pooled Investment Fund | Indefinite | $125,571,560 |
| EDGAR ↗ | Aug 21, 2026 | OISSF II Feeder, LP | D/A | Pooled Investment Fund | Indefinite | $59,650,000 |
| EDGAR ↗ | Aug 21, 2026 | Obra Insurance Special Situations Fund II, LP | D/A | Pooled Investment Fund | Indefinite | $116,945,000 |
| EDGAR ↗ | Aug 11, 2026 | Life Assets Trust S.A. - Compartment VIII | D/A | Pooled Investment Fund | Indefinite | $57,962,763 |
| EDGAR ↗ | Jul 27, 2026 | Obra Longevity Rated Feeder Fund, LP | D/A | Pooled Investment Fund | Indefinite | $294,000,000 |
| EDGAR ↗ | Jul 13, 2026 | Obra CL Investments LLC | D | Pooled Investment Fund | Indefinite | $167,391,942 |
| EDGAR ↗ | May 14, 2026 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $2,601,969,185 |
| EDGAR ↗ | Apr 16, 2026 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $613,091,939 |
| EDGAR ↗ | Apr 14, 2026 | Obra Diversified Alternative Income Fund, LP | D/A | Pooled Investment Fund | Indefinite | $79,000,000 |
| EDGAR ↗ | Apr 14, 2026 | Obra Diversified Alternative Income Cayman, LP | D/A | Pooled Investment Fund | Indefinite | $19,643,086 |
| EDGAR ↗ | Mar 12, 2026 | Obra Real Estate Income Fund, LP | D/A | Pooled Investment Fund | Indefinite | $15,832,250 |
| EDGAR ↗ | Dec 23, 2025 | Obra REIF REIT, LLC | D | Pooled Investment Fund | $125,000 | $0 |
| EDGAR ↗ | Dec 12, 2025 | Obra Clif Opportunity Fund III, LLC | D/A | Pooled Investment Fund | Indefinite | $17,750,000 |
| EDGAR ↗ | Dec 12, 2025 | Obra Clif Feeder 2025-1, LLC | D | Pooled Investment Fund | Indefinite | $52,750,000 |
| EDGAR ↗ | Dec 8, 2025 | Obra Clif Opportunity Fund III, LLC | D | Pooled Investment Fund | Indefinite | $17,750,000 |
| EDGAR ↗ | Aug 21, 2025 | Obra Insurance Special Situations Fund II, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 21, 2025 | OISSF II Feeder, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 15, 2025 | Life Assets Trust S.A. - Compartment VIII | D/A | Pooled Investment Fund | Indefinite | $57,962,763 |
| EDGAR ↗ | Jul 1, 2025 | Obra Longevity Rated Feeder Fund, LP | D/A | Pooled Investment Fund | Indefinite | $294,000,000 |
| EDGAR ↗ | May 16, 2025 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $2,601,969,185 |
| EDGAR ↗ | Apr 15, 2025 | Obra Diversified Alternative Income Fund, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 14, 2025 | Obra Diversified Alternative Income Cayman, LP | D | Pooled Investment Fund | Indefinite | $7,500,000 |
| EDGAR ↗ | Apr 3, 2025 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $590,018,416 |
| EDGAR ↗ | Mar 12, 2025 | Obra Real Estate Income Fund, LP | D | Pooled Investment Fund | Indefinite | $14,125,000 |
| EDGAR ↗ | Jan 8, 2025 | Obra Longevity NRF, LP | D | Pooled Investment Fund | Indefinite | $160,000,000 |
| EDGAR ↗ | Aug 15, 2024 | Life Assets Trust S.A. - Compartment VIII | D/A | Pooled Investment Fund | Indefinite | $57,962,763 |
| EDGAR ↗ | Jul 2, 2024 | Obra Longevity Rated Feeder Fund, LP | D | Pooled Investment Fund | Indefinite | $294,000,000 |
| EDGAR ↗ | May 17, 2024 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $2,091,929,185 |
| EDGAR ↗ | Apr 9, 2024 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $590,018,416 |
| EDGAR ↗ | Aug 16, 2023 | Life Assets Trust S.A. - Compartment VIII | D/A | Pooled Investment Fund | Indefinite | $57,962,763 |
| EDGAR ↗ | May 17, 2023 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $2,090,454,185 |
| EDGAR ↗ | Apr 20, 2023 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $590,018,416 |
| EDGAR ↗ | Feb 1, 2023 | Obra Insurance Special Situations Fund, LP | D/A | Pooled Investment Fund | Indefinite | $107,000,000 |
| EDGAR ↗ | Nov 9, 2022 | Obra Insurance Special Situations Fund, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 16, 2022 | Life Assets Trust S.A. - Compartment VIII | D/A | Pooled Investment Fund | Indefinite | $57,962,763 |
| EDGAR ↗ | May 17, 2022 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $2,090,454,185 |
| EDGAR ↗ | Apr 20, 2022 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $590,018,416 |
| EDGAR ↗ | Aug 13, 2021 | Life Assets Trust S.A. - Compartment VIII | D/A | Pooled Investment Fund | Indefinite | $58,562,763 |
| EDGAR ↗ | May 18, 2021 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $1,946,315,668 |
| EDGAR ↗ | Apr 22, 2021 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $590,018,416 |
| EDGAR ↗ | Aug 14, 2020 | Life Assets Trust S.A. - Compartment VIII | D/A | Pooled Investment Fund | Indefinite | $57,326,763 |
| EDGAR ↗ | May 15, 2020 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $1,865,657,891 |
| EDGAR ↗ | Apr 23, 2020 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $532,622,472 |
| EDGAR ↗ | Aug 14, 2019 | Life Assets Trust S.A. - Compartment VIII | D/A | Pooled Investment Fund | Indefinite | $38,241,763 |
| EDGAR ↗ | May 16, 2019 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $1,619,296,377 |
| EDGAR ↗ | May 15, 2019 | Life Assets Trust S.A. - Compartment VIII | D | Pooled Investment Fund | Indefinite | $24,231,763 |
| EDGAR ↗ | Apr 23, 2019 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $490,602,272 |
| EDGAR ↗ | Apr 23, 2018 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $266,146,542 |
| EDGAR ↗ | Mar 9, 2018 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $1,197,124,448 |
| EDGAR ↗ | Apr 21, 2017 | Life Assets Trust S.A. - Compartment VII | D/A | Pooled Investment Fund | Indefinite | $57,436,899 |
| EDGAR ↗ | Mar 14, 2017 | Life Assets Trust S.A. - Compartment VII | D | Pooled Investment Fund | Indefinite | $53,906,899 |
| EDGAR ↗ | Mar 8, 2017 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $909,878,888 |
| EDGAR ↗ | Mar 8, 2016 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $442,076,298 |
| EDGAR ↗ | Mar 10, 2015 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $174,360,781 |
| EDGAR ↗ | Mar 10, 2014 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $122,596,902 |
| EDGAR ↗ | Mar 10, 2014 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $106,271,153 |
| EDGAR ↗ | Mar 5, 2014 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $106,271,153 |
| EDGAR ↗ | Feb 22, 2013 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $92,818,326 |
| EDGAR ↗ | Feb 15, 2012 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $64,369,431 |
| EDGAR ↗ | Feb 16, 2011 | Obra Insurance Fund, LP | D/A | Pooled Investment Fund | Indefinite | $45,000,000 |
| EDGAR ↗ | Jun 8, 2010 | Obra Insurance Fund, LP | D | Pooled Investment Fund | Indefinite | $3,000,000 |
Activity: 5 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 Oct 9, 2026. Industry history, as reported on each offering's latest filing: All 16 offerings reported: Pooled Investment Fund (2010–2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Blair H. Wallace | Executive Officer, Director | 13 | Apr 20, 2022 → Oct 9, 2026 |
| Obra Capital Management, LLC entity | Executive Officer, Promoter | 9 | Mar 12, 2025 → Oct 9, 2026 |
| Brett Lipsky | Director, Executive Officer | 3 | Apr 20, 2023 → Aug 11, 2026 |
| Obra Capital, Inc. entity | Promoter, Executive Officer | 3 | Apr 20, 2023 → Aug 11, 2026 |
| Matthew Roesler | Executive Officer | 3 | Mar 12, 2025 → Apr 14, 2026 |
| Peter Polanskyj | Executive Officer | 3 | Mar 12, 2025 → Apr 14, 2026 |
| Jeff Serra | Executive Officer, Promoter | 3 | Mar 10, 2015 → Aug 13, 2021 |
| Obra Insurance Special Situations Fund II GP, LP entity | Executive Officer | 2 | Aug 21, 2025 → Aug 21, 2026 |
| Michael M. Vareika | Director | 2 | Mar 14, 2017 → Aug 11, 2026 |
| Catherine Francq | Director | 2 | May 15, 2019 → Aug 11, 2026 |
| H. Obra Capital, Inc. entity | Executive Officer | 2 | Mar 12, 2025 → Apr 14, 2026 |
| Obra DAI, Ltd. entity | Executive Officer | 2 | Apr 14, 2025 → Apr 14, 2026 |
| Vida Capital Management, LLC entity | Promoter | 2 | Mar 14, 2017 → Nov 9, 2022 |
| Vida Capital, Inc. entity | Promoter | 2 | Apr 21, 2017 → Aug 16, 2022 |
| Chris Munson | Director | 2 | Apr 20, 2022 → Aug 16, 2022 |
| Brandon Wright | Director | 2 | Mar 14, 2017 → Apr 22, 2021 |
| Obra Life & Annuity Fund GP, LLC entity | Executive Officer | 1 | Oct 9, 2026 → Oct 9, 2026 |
| Obra Management I, LLC entity | Promoter | 1 | Jul 2, 2024 → Jul 27, 2026 |
| H. Obra Management I, LLC entity | Promoter | 1 | May 17, 2024 → May 14, 2026 |
| Michael Bachenheimer | Executive Officer | 1 | Mar 12, 2025 → Mar 12, 2026 |
| Obra REIF Management I, LLC entity | Executive Officer | 1 | Mar 12, 2025 → Mar 12, 2026 |
| Scott Larson | Executive Officer | 1 | Mar 12, 2025 → Mar 12, 2026 |
| Stephen Kirkwood | Director | 1 | Dec 23, 2025 → Dec 23, 2025 |
| Obra NRF Management I, LLC entity | Promoter | 1 | Jan 8, 2025 → Jan 8, 2025 |
| Vida Management I, LLC entity | Promoter | 1 | Mar 10, 2015 → May 17, 2023 |
| Obra Insurance Special Situations Fund GP, LP entity | Executive Officer | 1 | Feb 1, 2023 → Feb 1, 2023 |
| Obra Capital Management, LLC entity | Promoter | 1 | Feb 1, 2023 → Feb 1, 2023 |
| Vida Insurance Special Situations Fund GP, LP entity | Executive Officer | 1 | Nov 9, 2022 → Nov 9, 2022 |
| Brennan Millet | Director | 1 | Aug 13, 2021 → Aug 13, 2021 |
| William W Tice | Executive Officer | 1 | May 15, 2020 → May 18, 2021 |
| Francq Catherine | Director | 1 | Apr 23, 2019 → Apr 23, 2019 |
| Franck Willaime | Director | 1 | Mar 14, 2017 → Apr 23, 2018 |
| Dan Young | Executive Officer | 1 | Jun 8, 2010 → Mar 10, 2014 |
| Adam Schwartz | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Joseph Wekselblatt | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Michael L. Gordon | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Kirk Wickman | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Forest Wolfe | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Arthur Peponis | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Jonathan Lieberman | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| David Roberts | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Wilson Leung | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Thomas Fuller | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
| Lawrence Schloss | Executive Officer | 1 | Mar 5, 2014 → Mar 5, 2014 |
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