Sponsor Check › Sponsor group
170 issuers linked to one sponsor · NEW YORK, NY
Grouped because: 17 shared people, 6 shared management entities, same business address (139 issuers), similar issuer names (129) (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 30, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM 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 so far in sources searched for 170 of 170 issuers in this group.
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 23, 2026, 11:54 PM ET. Searched so far: 170 of 170 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
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 so far in sources searched for 170 of 170 issuers in this group.
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 23, 2026, 11:54 PM ET. Searched so far: 170 of 170 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
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.
5 of 174 offerings report sales commissions totalling $4,048,437; 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 30, 2026 D File 021-599429 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 30, 2026 D File 021-599428 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2026 D/A File 021-491226 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2026 D/A File 021-522582 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2026 D/A File 021-555807 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2026 D/A File 021-556910 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 4, 2026 D/A File 021-555690 | $215,000 | $0 (est.) | $0 | Frontier Solutions, LLC BrokerCheck CRD 136102 ↗ |
| EDGAR ↗ | Jul 17, 2026 D/A File 021-462198 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 17, 2026 D/A File 021-551834 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 17, 2026 D/A File 021-551836 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 5, 2026 D File 021-586356 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 4, 2026 D/A File 021-418938 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 4, 2026 D/A File 021-462137 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 4, 2026 D/A File 021-512774 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 4, 2026 D/A File 021-512776 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-328465 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-419523 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-419526 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-419528 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-434481 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-434483 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-434484 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-462199 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-462211 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 17, 2026 D/A File 021-462214 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2026 D/A File 021-505676 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2026 D/A File 021-505677 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 10, 2026 D File 021-573104 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 10, 2026 D File 021-573107 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2025 D/A File 021-501599 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 24, 2025 D File 021-564910 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 27, 2025 D File 021-555984 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2025 D File 021-555658 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2025 D File 021-555657 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 11, 2025 D File 021-543426 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 11, 2025 D File 021-543424 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 10, 2024 D File 021-526472 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 27, 2024 D File 021-522568 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 27, 2024 D File 021-522573 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2024 D File 021-519280 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2024 D File 021-519275 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2024 D File 021-519282 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2024 D File 021-519277 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 9, 2024 D File 021-512777 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 9, 2024 D File 021-512778 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2024 D/A File 021-455859 | $1,298,437 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Feb 21, 2024 D File 021-505678 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 4, 2024 D File 021-501591 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 4, 2024 D File 021-501593 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 4, 2024 D File 021-501596 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 4, 2024 D File 021-501601 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 4, 2024 D File 021-501604 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 1, 2023 D File 021-498662 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 2, 2023 D File 021-480603 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477218 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477220 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477222 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477223 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477224 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477225 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477233 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477247 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2023 D File 021-477258 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462159 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462161 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462164 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462168 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462172 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462176 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462190 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462194 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462207 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462217 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462222 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D/A File 021-462224 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462229 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 19, 2022 D File 021-462236 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 18, 2022 D File 021-462145 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 25, 2022 D File 021-438986 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 25, 2022 D File 021-438987 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 25, 2022 D File 021-438989 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 25, 2022 D File 021-438990 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 25, 2022 D File 021-438992 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 22, 2022 D File 021-434477 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 22, 2022 D File 021-434478 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 22, 2022 D File 021-434479 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 22, 2022 D File 021-434487 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2021 D File 021-427038 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2021 D File 021-427044 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 3, 2021 D/A File 021-179509 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 28, 2021 D File 021-418943 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 28, 2021 D File 021-418961 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 28, 2021 D File 021-418895 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2021 D File 021-401126 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2021 D/A File 021-237958 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2021 D File 021-393901 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2021 D File 021-393909 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2021 D File 021-393904 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2021 D File 021-393898 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2021 D File 021-393896 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 29, 2021 D File 021-393912 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379555 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379560 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379553 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379562 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379564 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379565 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379567 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379546 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 6, 2020 D/A File 021-334182 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2019 D/A File 021-294919 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 12, 2019 D/A File 021-318924 | $2,400,000 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC, BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Oct 26, 2018 D/A File 021-205344 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 22, 2018 D/A File 021-205258 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2018 D/A File 021-124240 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 24, 2018 D File 021-313219 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 1, 2018 D/A File 021-259019 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2018 D File 021-309703 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2018 D File 021-309713 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2018 D/A File 021-236373 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 4, 2018 D/A File 021-237918 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 7, 2018 D/A File 021-257313 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 20, 2017 D File 021-295051 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 19, 2017 D File 021-294980 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 8, 2017 D/A File 021-124522 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2017 D/A File 021-264296 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2017 D/A File 021-264363 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 27, 2017 D/A File 021-236536 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 24, 2017 D/A File 021-236505 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 20, 2017 D File 021-282925 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 20, 2017 D File 021-282932 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 20, 2017 D File 021-282903 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2017 D/A File 021-236376 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2017 D/A File 021-236361 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 17, 2017 D/A File 021-236391 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2017 D/A File 021-236003 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 10, 2017 D/A File 021-193372 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2017 D File 021-281911 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 4, 2016 D/A File 021-203888 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 4, 2016 D/A File 021-236478 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 14, 2016 D/A File 021-145261 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 11, 2016 D File 021-268792 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 1, 2016 D/A File 021-174307 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 31, 2016 D/A File 021-124447 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 24, 2016 D/A File 021-236527 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2016 D/A File 021-193366 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 30, 2015 D File 021-238901 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 13, 2015 D/A File 021-213541 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 13, 2015 D/A File 021-213907 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2014 D File 021-213579 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 14, 2014 D File 021-213603 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2013 D/A File 021-134286 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2013 D/A File 021-124369 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 15, 2013 D File 021-193370 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2013 D/A File 021-124267 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2013 D/A File 021-134283 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2013 D/A File 021-174009 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 11, 2012 D File 021-179525 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 18, 2012 D File 021-176919 | $120,000 | $0 | $0 | Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Apr 18, 2012 D File 021-176920 | $15,000 | $0 | $0 | Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Mar 2, 2012 D File 021-174303 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 24, 2012 D/A File 021-140139 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2011 D File 021-169109 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2011 D File 021-169110 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 23, 2010 D File 021-150940 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 23, 2010 D File 021-150941 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 15, 2010 D File 021-149140 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 15, 2010 D File 021-149160 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 21, 2010 D/A File 021-124260 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 20, 2010 D/A File 021-124500 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2010 D/A File 021-134300 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2010 D/A File 021-134375 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 19, 2010 D/A File 021-124595 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 10, 2009 D File 021-134291 | $0 | $0 | $0 | 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 170 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 Oca 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, 12:53 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | OCA EAGLE GLOBAL MLP LLC | 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 | 9 | $210,474,716 offering Indefinite · similar: $155,000–$5,250,000 | 151 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2009–2018 |
| EDGAR ↗ | OCA MULTI MANAGER FUND I LP | shared people, 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 | $86,362,000 | 41 | $1,000,000 | 2009–2013 |
| EDGAR ↗ | OCA Offshore Multi-Manager Fund I LTD | shared people, 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 | $35,045,800 | 18 | $1,000,000 | 2009–2013 |
| EDGAR ↗ | OCA Dolomite 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 | 1 | $10,000,000 | 4 | $1,000,000 | 2009–2009 |
| EDGAR ↗ | OCA EA Fund LLC | shared people, 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 | $8,500,000 | 3 | $1,000,000 | 2009–2013 |
| EDGAR ↗ | OCA Daedalus Partners LLC | 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 | $2,400,000 | 2 | $1,000,000 | 2009–2010 |
| EDGAR ↗ | OCA Brookside Capital Partners Fund II LLC | 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 | $3,400,000 | 2 | $1,000,000 | 2009–2010 |
| EDGAR ↗ | OCA Ashmore Emerging Markets Currency Fund LLC | 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 | $1,098,000,000 | 113 | $1,000,000 | 2010–2012 |
| EDGAR ↗ | OCA PERSHING SQUARE FEEDER FUND LLC | 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 | 7 | $38,551,242 offering Indefinite · similar: $155,000–$5,250,000 | 31 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2010–2017 |
| EDGAR ↗ | OCA OWL CREEK II FEEDER FUND LLC | 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 | $4,000,000 | 4 | $1,000,000 | 2010–2010 |
| EDGAR ↗ | OCA BRIGADE LEVERAGED CAPITAL STRUCTURES FEEDER FUND LLC | shared people, 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 | $5,884,516 | 7 | $1,000,000 | 2010–2013 |
| EDGAR ↗ | OCA ABRAMS CAPITAL PARTNERS II FEEDER FUND LLC | 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 | $26,650,000 | 12 | $1,000,000 | 2010–2010 |
| EDGAR ↗ | OCA DEVELOPING COUNTRIES SELECT FUND 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 | $70,160,000 | 56 | $1,000,000 | 2010–2010 |
| EDGAR ↗ | OCA Wesley Mortgage REIT Fund LLC | 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 | 6 | $454,392,658 offering Indefinite · similar: $155,000–$5,250,000 | 196 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | OCA Global Macro Fund L.P. | 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 | 1 | $5,250,000 | 4 | $1,000,000 | 2010–2010 |
| EDGAR ↗ | OCA Global Macro Fund Ltd. | shared people, 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 | $11,500,000 | 4 | $100,000 | 2010–2010 |
| EDGAR ↗ | Cohesive Capital Partners (Offshore), L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $10,000,000 | 1 | $100,000 | 2010–2011 |
| EDGAR ↗ | Cohesive Capital Partners, L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $94,850,000 | 68 | No minimum reported | 2010–2011 |
| EDGAR ↗ | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC | shared people, 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 | 5 | $29,473,264 offering Indefinite · similar: $155,000–$5,250,000 | 29 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2012–2016 |
| EDGAR ↗ | OCA Real Estate Opportunities Fund I LP | shared people, 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 | 2 | $29,864,621 | 19 | $1,000,000 | 2012–2013 |
| EDGAR ↗ | OCA Capital Preservation 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 | 1 | $31,208,989 | 2 | $1,000,000 | 2012–2012 |
| EDGAR ↗ | OCA Chesapeake Partners International Feeder Fund Segregated Portfolio | 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 | 5 | $10,775,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2012–2016 |
| EDGAR ↗ | Morgan Stanley Smith Barney Cohesive Capital Partners Offshore Feeder L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $850,000 | 4 | $100,000 | 2012–2012 |
| EDGAR ↗ | Morgan Stanley Smith Barney Cohesive Capital Partners Onshore Feeder L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $7,400,000 | 19 | No minimum reported | 2012–2012 |
| EDGAR ↗ | OCA Lechworth Fund 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 | 10 | $60,753,287 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2012–2021 |
| EDGAR ↗ | OCA BREP VII Fund LLC | shared people, 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 | $31,110,000 | 28 | $1,000,000 | 2012–2012 |
| EDGAR ↗ | OCA Global High Quality Fixed Income Fund LLC | 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 | $22,938,000 | 13 | $1,000,000 | 2013–2013 |
| EDGAR ↗ | OCA CRMBS Fund LLC | 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 | 5 | $27,680,000 offering Indefinite · similar: $155,000–$5,250,000 | 37 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2013–2017 |
| EDGAR ↗ | OCA Brigade Credit Fund II LLC | shared people, 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 | 4 | $397,576,917 offering Indefinite · similar: $155,000–$5,250,000 | 146 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2013–2016 |
| EDGAR ↗ | OCA Strategos RMBS Fund | 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 | $335,520,799 offering Indefinite · similar: $155,000–$5,250,000 | 139 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2013–2016 |
| EDGAR ↗ | OCA Sachem Head LLC | shared people, 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 | 6 | $52,710,704 offering Indefinite · similar: $155,000–$5,250,000 | 63 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2013–2018 |
| EDGAR ↗ | OCA Sachem Head Offshore Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 6 | $13,454,500 offering Indefinite · similar: $155,000–$5,250,000 | 22 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2013–2018 |
| EDGAR ↗ | OCA SA Mezzanine II LLC | 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 | $11,200,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | OCA KKR Energy Fund LLC | 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 | $12,584,332 offering Indefinite · similar: $155,000–$5,250,000 | 19 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2014–2014 |
| EDGAR ↗ | OCA HCRP III Fund LLC | 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 | $2,400,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2014–2014 |
| EDGAR ↗ | OCA SA Mezzanine II Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $18,525,000 offering Indefinite · similar: $155,000–$5,250,000 | 12 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | OCA Van Eck Concentrated Energy Equity Portfolio 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 | 3 | $130,754,987 offering Indefinite · similar: $155,000–$5,250,000 | 95 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | OCA LCP VIII LLC | shared people, 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 | $13,280,000 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | OCA Iguana Long-Only Healthcare Fund LLC | shared people, 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 | 4 | $73,695,502 offering Indefinite · similar: $155,000–$5,250,000 | 51 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2018 |
| EDGAR ↗ | OCA GSO Capital Solutions Fund II LLC | shared people, 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 | $31,964,001 offering Indefinite · similar: $155,000–$5,250,000 | 33 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | OCA MREP I LLC | 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 | $28,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | OCA Patria V LLC | 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 | $18,650,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | OCA LCP VIII Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 3 | $6,350,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | OCA Iguana Healthcare Partners Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $11,550,000 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2016 |
| EDGAR ↗ | OCA GSO Capital Solutions Overseas Feeder Fund II Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 3 | $15,265,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2017 |
| EDGAR ↗ | OCA OHA Credit Fund LLC | shared people, 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 | 4 | $237,358,789 offering Indefinite · similar: $155,000–$5,250,000 | 120 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2018 |
| EDGAR ↗ | OCA OHA Credit Fund Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 7 | $533,329,573 offering Indefinite · similar: $155,000–$5,250,000 | 211 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2015–2021 |
| EDGAR ↗ | BEDROCK RIVER HAVEN CAPITAL LLC | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Other | 1 | $770,077 offering $770,077 · similar: $500,000–$7,000,000 | 4 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2015–2015 |
| EDGAR ↗ | OCA Anchorage LLC | shared people, 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 | $15,356,000 offering Indefinite · similar: $155,000–$5,250,000 | 26 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2016–2018 |
| EDGAR ↗ | OCA Anchorage Segregated Portfolio | 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 | 4 | $8,481,235 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2016–2018 |
| EDGAR ↗ | OCA BREDS III LLC | shared people, 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 | 2 | $52,535,000 offering Indefinite · similar: $155,000–$5,250,000 | 48 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2016–2017 |
| EDGAR ↗ | OCA BREDS III TE LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $19,125,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2016–2017 |
| EDGAR ↗ | Bedrock MHC Partners L.P. | shared people, same person name on both filings, same business address, similar issuer names | New York, NY | Residential | 1 | $20,000,000 offering $20,000,000 · similar: $1,675,000–$12,980,153 | 25 similar: 5–37 | $500,000 similar: $25,000–$86,942 | 2016–2016 |
| EDGAR ↗ | OCA ORC LLC | 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 | $28,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 49 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | OCA LMMI IV Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $24,175,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | OCA GEM Realty VI LLC | 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 | $2,750,000 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | OCA LMMI IV LLC | shared people, 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 | $33,015,000 offering Indefinite · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | OCA CMTG LLC | 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 | $161,111,000 offering Indefinite · similar: $155,000–$5,250,000 | 141 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2019 |
| EDGAR ↗ | OCA Silver Lake V LLC | shared people, 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 | $33,965,000 offering Indefinite · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | OCA Silver Lake V TE LLC | shared people, 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 | $17,190,000 offering Indefinite · similar: $155,000–$5,250,000 | 12 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | OCA LREF VIII 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 | $14,975,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | OCA TBP VI LLC | 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 | 1 | $21,990,000 offering Indefinite · similar: $155,000–$5,250,000 | 24 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | Bedrock MHC Partners II L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Residential | 1 | $5,500,000 offering $40,000,000 · similar: $1,675,000–$12,980,153 | 5 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2018–2018 |
| EDGAR ↗ | Cohesive Capital Partners III, L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $216,925,000 offering Indefinite · similar: $155,000–$5,250,000 | 169 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | OCA SSA Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 6 | $239,388,139 offering Indefinite · similar: $155,000–$5,250,000 | 73 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2018–2026 |
| EDGAR ↗ | OCA LCP IX Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $41,290,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | OCA BREDS IV LLC | shared people, 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 | $26,125,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | OCA BREDS IV TE LLC | shared people, 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 | $21,120,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | OCA venBio III Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $25,208,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | OCA Thoma Bravo Fund XIV LLC | shared people, 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 | $27,145,000 offering Indefinite · similar: $155,000–$5,250,000 | 38 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | OCA Thoma Bravo Fund XIV TE LLC | shared people, 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 | $7,855,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | OCA ORCC III LLC | 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 | $29,956,000 offering Indefinite · similar: $155,000–$5,250,000 | 57 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | OCA RA Capital Nexus Fund II LLC | 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 | $6,615,000 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | OCA venBio III LLC | shared people, 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 | $37,192,000 offering Indefinite · similar: $155,000–$5,250,000 | 54 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | OCA FCC III LLC | 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 | 1 | $49,723,000 offering Indefinite · similar: $155,000–$5,250,000 | 48 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA Silver Lake VI TE LLC | 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 | 1 | $27,201,900 offering Indefinite · similar: $155,000–$5,250,000 | 20 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA Silver Lake VI LLC | 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 | 1 | $47,383,100 offering Indefinite · similar: $155,000–$5,250,000 | 49 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA PenOpps PV I LLC | 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 | 1 | $32,895,000 offering Indefinite · similar: $155,000–$5,250,000 | 60 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA PenOpps PV I Segregated Portfolio | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $20,675,000 offering Indefinite · similar: $155,000–$5,250,000 | 21 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA ESGS 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 | $121,073,500 offering Indefinite · similar: $155,000–$5,250,000 | 87 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Bedrock MHC Partners III L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Residential | 1 | $2,500,000 offering $100,000,000 · similar: $1,675,000–$12,980,153 | 2 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | OCA TBP VII LLC | 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 | 1 | $52,020,000 offering Indefinite · similar: $155,000–$5,250,000 | 42 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA TCG Crossover I LLC | 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 | 1 | $12,725,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA VOF 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 | $75,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 82 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA VHF LLC | 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 | 4 | $75,928,375 offering Indefinite · similar: $155,000–$5,250,000 | 106 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2026 |
| EDGAR ↗ | OCA CHP Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 4 | $78,534,000 offering Indefinite · similar: $155,000–$5,250,000 | 43 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2026 |
| EDGAR ↗ | OCA TF Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 4 | $39,768,000 offering Indefinite · similar: $155,000–$5,250,000 | 23 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2026 |
| EDGAR ↗ | OCA VHF Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 4 | $51,789,628 offering Indefinite · similar: $155,000–$5,250,000 | 37 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2026 |
| EDGAR ↗ | OCA TA XIV LLC | 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 | 1 | $26,243,000 offering Indefinite · similar: $155,000–$5,250,000 | 43 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA venBio IV LLC | 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 | 1 | $40,395,000 offering Indefinite · similar: $155,000–$5,250,000 | 73 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | OCA TRIDENT IX LLC | 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 | 1 | $25,280,000 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA Trident IX TE LLC | 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 | 1 | $10,675,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA ICF LLC | 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 | 4 | $34,041,500 offering Indefinite · similar: $155,000–$5,250,000 | 35 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA AKO EUROPEAN LONG-ONLY LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 4 | $165,150,135 offering Indefinite · similar: $155,000–$5,250,000 | 133 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA WRFF LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $19,675,000 offering Indefinite · similar: $155,000–$5,250,000 | 19 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA VDF TE LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $20,755,000 offering Indefinite · similar: $155,000–$5,250,000 | 20 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA ICF SEGREGATED PORTFOLIO | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 4 | $97,945,082 offering Indefinite · similar: $155,000–$5,250,000 | 29 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA VIP VI LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $54,104,000 offering Indefinite · similar: $155,000–$5,250,000 | 49 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA FCC IV LLC | 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 | 2 | $44,487,500 offering Indefinite · similar: $155,000–$5,250,000 | 50 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA TIGER GLOBAL PIP XV LLC | 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 | 1 | $11,532,000 offering Indefinite · similar: $155,000–$5,250,000 | 39 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA TIGER GLOBAL PIP XV TE LLC | 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 | 1 | $6,570,500 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA CROSSHARBOR 2021 LLC | 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 | 1 | $14,589,000 offering Indefinite · similar: $155,000–$5,250,000 | 20 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Cohesive Capital Partners IV, L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 5 | $406,875,000 offering Indefinite · similar: $155,000–$5,250,000 | 378 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2024 |
| EDGAR ↗ | OCA SCGE 1.1.2022 TE LLC | 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 | 4 | $28,275,000 offering Indefinite · similar: $155,000–$5,250,000 | 25 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA BRAIDWELL LLC | 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 | 4 | $104,070,077 offering Indefinite · similar: $155,000–$5,250,000 | 102 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA SCGE 1.1.2022 LLC | 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 | 4 | $38,613,132 offering Indefinite · similar: $155,000–$5,250,000 | 72 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA BRAIDWELL TE LLC | 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 | 4 | $77,208,000 offering Indefinite · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA ORTF IIA LLC | 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 | $37,600,000 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA IGCF V LLC | 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 | $6,498,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA DKLDO VI LLC | 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 | $17,240,000 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA BV XIV TE LLC | 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 | $12,430,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA BV XIV LLC | 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 | $23,270,000 offering Indefinite · similar: $155,000–$5,250,000 | 28 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA WCM FIG LLC | 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 | $49,757,250 offering Indefinite · similar: $155,000–$5,250,000 | 43 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA THOMA BRAVO FUND XV TE LLC | 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 | $5,625,000 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA THOMA BRAVO FUND XV LLC | 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 | $6,975,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA SILVER LAKE VII LLC | 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 | $15,840,000 offering Indefinite · similar: $155,000–$5,250,000 | 35 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA ORTF IIB LLC | 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 | $41,289,000 offering Indefinite · similar: $155,000–$5,250,000 | 62 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA FCC IV Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $13,850,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA DKLDO VI Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $18,520,000 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA RA Capital Healthcare Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $10,984,000 offering Indefinite · similar: $155,000–$5,250,000 | 43 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA IGCF V Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $21,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | OCA RA CAPITAL HEALTHCARE LLC | 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 | 3 | $43,230,331 offering Indefinite · similar: $155,000–$5,250,000 | 61 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2022–2026 |
| EDGAR ↗ | OCA New Mountain Net Lease II LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $75,445,000 offering Indefinite · similar: $155,000–$5,250,000 | 74 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | OCA SILVER LAKE VII TE LLC | 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 | 1 | $10,869,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | OCA BCP IV LLC | 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 | 1 | $44,965,000 offering Indefinite · similar: $155,000–$5,250,000 | 45 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | OCA BREP X LLC | 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 | 1 | $10,900,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | OCA BCP IV Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $22,559,000 offering Indefinite · similar: $155,000–$5,250,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | OCA Brigade Dislocation Fund LLC | 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 | Other Banking and Financial Services | 1 | $114,736,500 offering Indefinite · similar: $2,144,500–$20,220,000 | 137 similar: 2–24 | $1,000,000 similar: $10,000–$100,000 | 2023–2023 |
| EDGAR ↗ | OCA BREP X Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $3,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | OCA SV VIII LLC | 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 | 1 | $12,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 29 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | OCA Brigade Dislocation Fund Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Other Banking and Financial Services | 1 | $89,076,000 offering Indefinite · similar: $2,144,500–$20,220,000 | 46 similar: 2–24 | $1,000,000 similar: $10,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Revell Cortex LP | shared people, same business address, similar issuer names | PINE PLAINS, NY | Other Technology | 1 | $800,000 offering $4,000,000 · similar: $1,100,015–$10,001,163 | 3 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2023–2023 |
| EDGAR ↗ | OCA Preferred Income LLC | 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 | 4 | $129,217,281 offering Indefinite · similar: $155,000–$5,250,000 | 163 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Revell Cui Bono LP | shared people, same business address, similar issuer names | PINE PLAINS, NY | Other Technology | 1 | $1,000,000 offering $10,000,000 · similar: $1,100,015–$10,001,163 | 11 similar: 2–14 | No minimum reported similar: $5,000–$50,000 | 2023–2023 |
| EDGAR ↗ | OCA L CATTERON X LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $40,405,000 | 58 | $1,000,000 | 2024–2024 |
| EDGAR ↗ | OCA TA XV LLC | 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 | 1 | $9,830,000 offering Indefinite · similar: $155,000–$5,250,000 | 31 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA TA XV TE LLC | 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 | 1 | $18,375,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA APOLLO X LLC | 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 | $24,370,000 offering Indefinite · similar: $155,000–$5,250,000 | 36 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA APOLLO X TE LLC | 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 | $19,310,000 offering Indefinite · similar: $155,000–$5,250,000 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA JPAF Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $33,113,000 offering Indefinite · similar: $155,000–$5,250,000 | 24 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2025 |
| EDGAR ↗ | OCA TSI LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | NEW YORK, NY | Pooled Investment Fund | 3 | $41,443,000 offering Indefinite · similar: $155,000–$5,250,000 | 40 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | OCA SCGE 2023 TE LLC | 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 | 3 | $6,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | OCA H Specialty Lending VI LLC | 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 | 1 | $26,004,000 offering Indefinite · similar: $155,000–$5,250,000 | 46 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA FSSA Asian Equity Leaders Fund LLC | 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 | $94,107,500 offering Indefinite · similar: $155,000–$5,250,000 | 78 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | OCA Pennybacker VI LLC | 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 | 1 | $16,945,000 offering Indefinite · similar: $155,000–$5,250,000 | 30 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA Pennybacker VI TE LLC | 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 | 1 | $5,675,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA FSSA Asian Equity Leaders Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 3 | $28,275,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | OCA H Specialty Lending INT VI Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $8,275,000 offering Indefinite · similar: $155,000–$5,250,000 | 12 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA EQ LLC | 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 | 1 | $53,361,000 offering Indefinite · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA VenBio V LLC | 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 | 1 | $16,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 48 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA EQ Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $14,255,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA DHIF III LLC | 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 | 1 | $15,343,000 offering Indefinite · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA RA CAPITAL HEALTHCARE II SEGREGATED PORTFOLIO | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 3 | $46,136,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | OCA DHIF III Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $6,320,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA Nut Tree Drawdown II LLC | 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 | $32,038,000 offering Indefinite · similar: $155,000–$5,250,000 | 51 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | OCA CROSSHARBOR 2021 TE LLC | 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 | 1 | $11,290,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | OCA venBio IV Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $28,941,000 offering Indefinite · similar: $155,000–$5,250,000 | 23 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | OCA AS ACWI Alpha Ext Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $141,029,500 offering Indefinite · similar: $155,000–$5,250,000 | 29 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | OCA Trident X LLC | 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 | $10,555,000 offering Indefinite · similar: $155,000–$5,250,000 | 25 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | OCA RDF IV Segregated Portfolio | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CAMANA BAY, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $12,450,000 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | OCA RDF IV LLC | 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 | 1 | $19,605,000 offering Indefinite · similar: $155,000–$5,250,000 | 42 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Bedrock MHC Partners IV L.P. | shared people, same person name on both filings, similar issuer names | WESTPORT, CT | Residential | 2 | $82,950,000 offering Indefinite · similar: $1,675,000–$12,980,153 | 58 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2025–2026 |
| EDGAR ↗ | OCA TCG Crossover III LLC | 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 | 1 | $12,465,000 offering Indefinite · similar: $155,000–$5,250,000 | 27 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | OCA DP LLC | 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 | $124,504,000 offering Indefinite · similar: $155,000–$5,250,000 | 65 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | OCA PHP SEGREGATED PORTFOLIO | 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 | 1 | $18,250,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | OCA CHP LLC | 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 | 1 | $75,295,000 offering Indefinite · similar: $155,000–$5,250,000 | 19 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | OCA SSA Portable Alpha LLC | 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 | 1 | $71,450,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | OCA SSA Portable Alpha Segregated Portfolio | 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 | 1 | $76,385,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | OCA QEP IX TE LLC | 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 | 1 | $3,135,000 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | OCA QEP IX LLC | 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 | 1 | $11,730,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | $1,000,000 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 30, 2026 | OCA QEP IX LLC | D | Pooled Investment Fund | Indefinite | $11,730,000 |
| EDGAR ↗ | Sep 30, 2026 | OCA QEP IX TE LLC | D | Pooled Investment Fund | Indefinite | $3,135,000 |
| EDGAR ↗ | Sep 18, 2026 | OCA DP LLC | D/A | Pooled Investment Fund | Indefinite | $124,504,000 |
| EDGAR ↗ | Sep 18, 2026 | OCA RA CAPITAL HEALTHCARE II SEGREGATED PORTFOLIO | D/A | Pooled Investment Fund | Indefinite | $46,136,000 |
| EDGAR ↗ | Sep 18, 2026 | OCA Preferred Income LLC | D/A | Pooled Investment Fund | Indefinite | $101,615,865 |
| EDGAR ↗ | Sep 18, 2026 | OCA RA CAPITAL HEALTHCARE LLC | D/A | Pooled Investment Fund | Indefinite | $43,230,331 |
| EDGAR ↗ | Sep 4, 2026 | Bedrock MHC Partners IV L.P. | D/A | Residential | Indefinite | $82,950,000 |
| EDGAR ↗ | Jul 17, 2026 | OCA Trident X LLC | D/A | Pooled Investment Fund | Indefinite | $10,555,000 |
| EDGAR ↗ | Jul 17, 2026 | OCA AS ACWI Alpha Ext Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $141,029,500 |
| EDGAR ↗ | Jul 17, 2026 | OCA WCM FIG LLC | D/A | Pooled Investment Fund | Indefinite | $49,757,250 |
| EDGAR ↗ | Jun 5, 2026 | OCA SSA Portable Alpha Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $76,385,000 |
| EDGAR ↗ | Jun 4, 2026 | OCA FSSA Asian Equity Leaders Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $28,275,000 |
| EDGAR ↗ | Jun 4, 2026 | OCA FSSA Asian Equity Leaders Fund LLC | D/A | Pooled Investment Fund | Indefinite | $94,107,500 |
| EDGAR ↗ | Jun 4, 2026 | OCA SCGE 1.1.2022 TE LLC | D/A | Pooled Investment Fund | Indefinite | $28,275,000 |
| EDGAR ↗ | Jun 4, 2026 | OCA VHF LLC | D/A | Pooled Investment Fund | Indefinite | $66,660,000 |
| EDGAR ↗ | Apr 17, 2026 | OCA BRAIDWELL TE LLC | D/A | Pooled Investment Fund | Indefinite | $77,208,000 |
| EDGAR ↗ | Apr 17, 2026 | OCA SCGE 1.1.2022 LLC | D/A | Pooled Investment Fund | Indefinite | $38,035,000 |
| EDGAR ↗ | Apr 17, 2026 | OCA BRAIDWELL LLC | D/A | Pooled Investment Fund | Indefinite | $103,445,000 |
| EDGAR ↗ | Apr 17, 2026 | OCA AKO EUROPEAN LONG-ONLY LLC | D/A | Pooled Investment Fund | Indefinite | $161,376,584 |
| EDGAR ↗ | Apr 17, 2026 | OCA ICF LLC | D/A | Pooled Investment Fund | Indefinite | $34,041,500 |
| EDGAR ↗ | Apr 17, 2026 | OCA ICF SEGREGATED PORTFOLIO | D/A | Pooled Investment Fund | Indefinite | $67,302,000 |
| EDGAR ↗ | Apr 17, 2026 | OCA VHF Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $46,625,000 |
| EDGAR ↗ | Apr 17, 2026 | OCA CHP Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $78,534,000 |
| EDGAR ↗ | Apr 17, 2026 | OCA TF Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $39,768,000 |
| EDGAR ↗ | Apr 17, 2026 | OCA SSA Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $165,943,000 |
| EDGAR ↗ | Mar 16, 2026 | OCA SCGE 2023 TE LLC | D/A | Pooled Investment Fund | Indefinite | $6,000,000 |
| EDGAR ↗ | Mar 16, 2026 | OCA TSI LLC | D/A | Pooled Investment Fund | Indefinite | $41,443,000 |
| EDGAR ↗ | Feb 10, 2026 | OCA SSA Portable Alpha LLC | D | Pooled Investment Fund | Indefinite | $71,450,000 |
| EDGAR ↗ | Feb 10, 2026 | OCA CHP LLC | D | Pooled Investment Fund | Indefinite | $75,295,000 |
| EDGAR ↗ | Dec 29, 2025 | OCA JPAF Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $33,113,000 |
| EDGAR ↗ | Nov 24, 2025 | OCA PHP SEGREGATED PORTFOLIO | D | Pooled Investment Fund | Indefinite | $18,250,000 |
| EDGAR ↗ | Sep 8, 2025 | OCA DP LLC | D | Pooled Investment Fund | Indefinite | $38,370,000 |
| EDGAR ↗ | Aug 28, 2025 | OCA Preferred Income LLC | D/A | Pooled Investment Fund | Indefinite | $129,217,281 |
| EDGAR ↗ | Aug 27, 2025 | OCA TCG Crossover III LLC | D | Pooled Investment Fund | Indefinite | $12,465,000 |
| EDGAR ↗ | Aug 27, 2025 | OCA RA CAPITAL HEALTHCARE II SEGREGATED PORTFOLIO | D/A | Pooled Investment Fund | Indefinite | $19,553,000 |
| EDGAR ↗ | Aug 26, 2025 | OCA RA CAPITAL HEALTHCARE LLC | D | Pooled Investment Fund | Indefinite | $4,961,870 |
| EDGAR ↗ | Aug 25, 2025 | Bedrock MHC Partners IV L.P. | D | Residential | Indefinite | $72,300,000 |
| EDGAR ↗ | Aug 25, 2025 | OCA RDF IV LLC | D | Pooled Investment Fund | Indefinite | $19,605,000 |
| EDGAR ↗ | Aug 25, 2025 | OCA RDF IV Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $12,450,000 |
| EDGAR ↗ | Jul 22, 2025 | OCA WCM FIG LLC | D/A | Pooled Investment Fund | Indefinite | $40,331,072 |
| EDGAR ↗ | Jul 15, 2025 | OCA Trident X LLC | D | Pooled Investment Fund | Indefinite | $10,555,000 |
| EDGAR ↗ | Jul 15, 2025 | OCA AS ACWI Alpha Ext Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $91,559,500 |
| EDGAR ↗ | May 9, 2025 | OCA FSSA Asian Equity Leaders Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $28,275,000 |
| EDGAR ↗ | May 9, 2025 | OCA FSSA Asian Equity Leaders Fund LLC | D/A | Pooled Investment Fund | Indefinite | $84,995,500 |
| EDGAR ↗ | May 6, 2025 | OCA VHF LLC | D/A | Pooled Investment Fund | Indefinite | $75,928,375 |
| EDGAR ↗ | May 1, 2025 | OCA SCGE 1.1.2022 TE LLC | D/A | Pooled Investment Fund | Indefinite | $26,214,912 |
| EDGAR ↗ | Apr 24, 2025 | OCA SCGE 1.1.2022 LLC | D/A | Pooled Investment Fund | Indefinite | $38,613,132 |
| EDGAR ↗ | Apr 24, 2025 | OCA VHF Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $51,789,628 |
| EDGAR ↗ | Apr 24, 2025 | OCA CHP Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $70,834,000 |
| EDGAR ↗ | Apr 24, 2025 | OCA TF Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $39,768,000 |
| EDGAR ↗ | Apr 24, 2025 | OCA SSA Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $239,388,139 |
| EDGAR ↗ | Apr 15, 2025 | OCA BRAIDWELL TE LLC | D/A | Pooled Investment Fund | Indefinite | $77,208,000 |
| EDGAR ↗ | Apr 15, 2025 | OCA BRAIDWELL LLC | D/A | Pooled Investment Fund | Indefinite | $104,070,077 |
| EDGAR ↗ | Apr 15, 2025 | OCA AKO EUROPEAN LONG-ONLY LLC | D/A | Pooled Investment Fund | Indefinite | $165,150,135 |
| EDGAR ↗ | Apr 15, 2025 | OCA ICF LLC | D/A | Pooled Investment Fund | Indefinite | $33,917,567 |
| EDGAR ↗ | Apr 15, 2025 | OCA ICF SEGREGATED PORTFOLIO | D/A | Pooled Investment Fund | Indefinite | $96,838,218 |
| EDGAR ↗ | Apr 11, 2025 | OCA venBio IV Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $28,941,000 |
| EDGAR ↗ | Apr 11, 2025 | OCA CROSSHARBOR 2021 TE LLC | D | Pooled Investment Fund | Indefinite | $11,290,000 |
| EDGAR ↗ | Feb 18, 2025 | OCA SCGE 2023 TE LLC | D/A | Pooled Investment Fund | Indefinite | $6,000,000 |
| EDGAR ↗ | Feb 18, 2025 | OCA TSI LLC | D/A | Pooled Investment Fund | Indefinite | $39,623,000 |
| EDGAR ↗ | Jan 3, 2025 | OCA JPAF Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $33,113,000 |
| EDGAR ↗ | Oct 10, 2024 | OCA Nut Tree Drawdown II LLC | D | Pooled Investment Fund | Indefinite | $32,038,000 |
| EDGAR ↗ | Aug 30, 2024 | OCA Preferred Income LLC | D/A | Pooled Investment Fund | Indefinite | $116,863,500 |
| EDGAR ↗ | Aug 27, 2024 | OCA DHIF III Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $6,320,000 |
| EDGAR ↗ | Aug 27, 2024 | OCA RA CAPITAL HEALTHCARE II SEGREGATED PORTFOLIO | D | Pooled Investment Fund | Indefinite | $1,430,000 |
| EDGAR ↗ | Aug 27, 2024 | OCA DHIF III LLC | D | Pooled Investment Fund | Indefinite | $15,343,000 |
| EDGAR ↗ | Jul 23, 2024 | OCA WCM FIG LLC | D/A | Pooled Investment Fund | Indefinite | $35,867,000 |
| EDGAR ↗ | Jul 19, 2024 | OCA EQ Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $14,255,000 |
| EDGAR ↗ | Jul 19, 2024 | OCA VenBio V LLC | D | Pooled Investment Fund | Indefinite | $16,000,000 |
| EDGAR ↗ | Jul 19, 2024 | OCA EQ LLC | D | Pooled Investment Fund | Indefinite | $53,361,000 |
| EDGAR ↗ | Jul 19, 2024 | OCA H Specialty Lending INT VI Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $8,275,000 |
| EDGAR ↗ | May 9, 2024 | OCA FSSA Asian Equity Leaders Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $27,500,000 |
| EDGAR ↗ | May 9, 2024 | OCA Pennybacker VI TE LLC | D | Pooled Investment Fund | Indefinite | $5,675,000 |
| EDGAR ↗ | May 9, 2024 | OCA Pennybacker VI LLC | D | Pooled Investment Fund | Indefinite | $16,945,000 |
| EDGAR ↗ | May 9, 2024 | OCA FSSA Asian Equity Leaders Fund LLC | D | Pooled Investment Fund | Indefinite | $76,177,500 |
| EDGAR ↗ | May 6, 2024 | OCA VHF LLC | D/A | Pooled Investment Fund | Indefinite | $74,228,375 |
| EDGAR ↗ | May 1, 2024 | OCA SCGE 1.1.2022 TE LLC | D/A | Pooled Investment Fund | Indefinite | $26,059,912 |
| EDGAR ↗ | Apr 25, 2024 | OCA VHF Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $42,859,628 |
| EDGAR ↗ | Apr 24, 2024 | OCA SCGE 1.1.2022 LLC | D/A | Pooled Investment Fund | Indefinite | $38,613,132 |
| EDGAR ↗ | Apr 24, 2024 | OCA CHP Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $51,141,000 |
| EDGAR ↗ | Apr 24, 2024 | OCA TF Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $31,883,000 |
| EDGAR ↗ | Apr 24, 2024 | OCA SSA Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $208,613,139 |
| EDGAR ↗ | Apr 16, 2024 | OCA ICF LLC | D/A | Pooled Investment Fund | Indefinite | $26,695,567 |
| EDGAR ↗ | Apr 16, 2024 | OCA ICF SEGREGATED PORTFOLIO | D/A | Pooled Investment Fund | Indefinite | $97,945,082 |
| EDGAR ↗ | Apr 15, 2024 | OCA BRAIDWELL TE LLC | D/A | Pooled Investment Fund | Indefinite | $73,533,000 |
| EDGAR ↗ | Apr 15, 2024 | OCA BRAIDWELL LLC | D/A | Pooled Investment Fund | Indefinite | $98,270,077 |
| EDGAR ↗ | Apr 15, 2024 | OCA AKO EUROPEAN LONG-ONLY LLC | D/A | Pooled Investment Fund | Indefinite | $159,923,106 |
| EDGAR ↗ | Mar 8, 2024 | Cohesive Capital Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $406,875,000 |
| EDGAR ↗ | Mar 7, 2024 | Cohesive Capital Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $342,750,000 |
| EDGAR ↗ | Feb 21, 2024 | OCA H Specialty Lending VI LLC | D | Pooled Investment Fund | Indefinite | $26,004,000 |
| EDGAR ↗ | Feb 21, 2024 | OCA SCGE 2023 TE LLC | D | Pooled Investment Fund | Indefinite | $6,000,000 |
| EDGAR ↗ | Feb 21, 2024 | OCA TSI LLC | D | Pooled Investment Fund | Indefinite | $3,350,000 |
| EDGAR ↗ | Jan 4, 2024 | OCA L CATTERON X LLC | D | Pooled Investment Fund | Indefinite | $40,405,000 |
| EDGAR ↗ | Jan 4, 2024 | OCA TA XV LLC | D | Pooled Investment Fund | Indefinite | $9,830,000 |
| EDGAR ↗ | Jan 4, 2024 | OCA JPAF Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $24,925,000 |
| EDGAR ↗ | Jan 4, 2024 | OCA TA XV TE LLC | D | Pooled Investment Fund | Indefinite | $18,375,000 |
| EDGAR ↗ | Jan 4, 2024 | OCA APOLLO X TE LLC | D | Pooled Investment Fund | Indefinite | $19,310,000 |
| EDGAR ↗ | Jan 4, 2024 | OCA APOLLO X LLC | D | Pooled Investment Fund | Indefinite | $24,370,000 |
| EDGAR ↗ | Dec 1, 2023 | Revell Cui Bono LP | D | Other Technology | $10,000,000 | $1,000,000 |
| EDGAR ↗ | Sep 1, 2023 | OCA Preferred Income LLC | D | Pooled Investment Fund | Indefinite | $84,892,500 |
| EDGAR ↗ | May 2, 2023 | Revell Cortex LP | D | Other Technology | $4,000,000 | $800,000 |
| EDGAR ↗ | Mar 29, 2023 | OCA SV VIII LLC | D | Pooled Investment Fund | Indefinite | $12,000,000 |
| EDGAR ↗ | Mar 29, 2023 | OCA BCP IV Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $22,559,000 |
| EDGAR ↗ | Mar 29, 2023 | OCA Brigade Dislocation Fund Segregated Portfolio | D | Other Banking and Financial Services | Indefinite | $89,076,000 |
| EDGAR ↗ | Mar 29, 2023 | OCA BREP X Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $3,000,000 |
| EDGAR ↗ | Mar 29, 2023 | OCA SILVER LAKE VII TE LLC | D | Pooled Investment Fund | Indefinite | $10,869,000 |
| EDGAR ↗ | Mar 29, 2023 | OCA New Mountain Net Lease II LLC | D | Pooled Investment Fund | Indefinite | $75,445,000 |
| EDGAR ↗ | Mar 29, 2023 | OCA Brigade Dislocation Fund LLC | D | Other Banking and Financial Services | Indefinite | $114,736,500 |
| EDGAR ↗ | Mar 29, 2023 | OCA BREP X LLC | D | Pooled Investment Fund | Indefinite | $10,900,000 |
| EDGAR ↗ | Mar 29, 2023 | OCA BCP IV LLC | D | Pooled Investment Fund | Indefinite | $44,965,000 |
| EDGAR ↗ | Mar 20, 2023 | Cohesive Capital Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $342,750,000 |
| EDGAR ↗ | Dec 19, 2022 | Cohesive Capital Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $246,700,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA IGCF V Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $21,500,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA BV XIV TE LLC | D | Pooled Investment Fund | Indefinite | $12,430,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA DKLDO VI Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $18,520,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA IGCF V Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $21,500,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA DKLDO VI LLC | D | Pooled Investment Fund | Indefinite | $17,240,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA ORTF IIA LLC | D | Pooled Investment Fund | Indefinite | $37,600,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA SCGE 1.1.2022 LLC | D | Pooled Investment Fund | Indefinite | $31,000,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA BRAIDWELL TE LLC | D | Pooled Investment Fund | Indefinite | $66,275,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA BV XIV LLC | D | Pooled Investment Fund | Indefinite | $23,270,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA BRAIDWELL LLC | D | Pooled Investment Fund | Indefinite | $88,910,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA WCM FIG LLC | D | Pooled Investment Fund | Indefinite | $2,675,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA THOMA BRAVO FUND XV TE LLC | D | Pooled Investment Fund | Indefinite | $5,625,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA RA Capital Healthcare Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $10,984,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA IGCF V LLC | D | Pooled Investment Fund | Indefinite | $6,498,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA THOMA BRAVO FUND XV LLC | D | Pooled Investment Fund | Indefinite | $6,975,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA RA CAPITAL HEALTHCARE LLC | D | Pooled Investment Fund | Indefinite | $10,984,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA FCC IV Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $13,850,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA SILVER LAKE VII LLC | D | Pooled Investment Fund | Indefinite | $15,840,000 |
| EDGAR ↗ | Oct 19, 2022 | OCA ORTF IIB LLC | D | Pooled Investment Fund | Indefinite | $41,289,000 |
| EDGAR ↗ | Oct 18, 2022 | OCA FCC IV LLC | D | Pooled Investment Fund | Indefinite | $44,487,500 |
| EDGAR ↗ | Oct 18, 2022 | OCA SCGE 1.1.2022 TE LLC | D | Pooled Investment Fund | Indefinite | $24,716,000 |
| EDGAR ↗ | Aug 12, 2022 | Cohesive Capital Partners IV, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 25, 2022 | OCA FCC IV LLC | D | Pooled Investment Fund | Indefinite | $42,912,500 |
| EDGAR ↗ | Mar 25, 2022 | OCA TIGER GLOBAL PIP XV TE LLC | D | Pooled Investment Fund | Indefinite | $6,570,500 |
| EDGAR ↗ | Mar 25, 2022 | OCA TIGER GLOBAL PIP XV LLC | D | Pooled Investment Fund | Indefinite | $11,532,000 |
| EDGAR ↗ | Mar 25, 2022 | OCA CROSSHARBOR 2021 LLC | D | Pooled Investment Fund | Indefinite | $14,589,000 |
| EDGAR ↗ | Mar 25, 2022 | OCA VIP VI LLC | D | Pooled Investment Fund | Indefinite | $54,104,000 |
| EDGAR ↗ | Feb 22, 2022 | OCA VDF TE LLC | D | Pooled Investment Fund | Indefinite | $20,755,000 |
| EDGAR ↗ | Feb 22, 2022 | OCA ICF SEGREGATED PORTFOLIO | D | Pooled Investment Fund | Indefinite | $52,920,000 |
| EDGAR ↗ | Feb 22, 2022 | OCA AKO EUROPEAN LONG-ONLY LLC | D | Pooled Investment Fund | Indefinite | $136,208,403 |
| EDGAR ↗ | Feb 22, 2022 | OCA ICF LLC | D | Pooled Investment Fund | Indefinite | $6,825,000 |
| EDGAR ↗ | Feb 22, 2022 | OCA Trident IX TE LLC | D | Pooled Investment Fund | Indefinite | $10,675,000 |
| EDGAR ↗ | Feb 22, 2022 | OCA TRIDENT IX LLC | D | Pooled Investment Fund | Indefinite | $25,280,000 |
| EDGAR ↗ | Feb 22, 2022 | OCA WRFF LLC | D | Pooled Investment Fund | Indefinite | $19,675,000 |
| EDGAR ↗ | Dec 29, 2021 | OCA venBio IV LLC | D | Pooled Investment Fund | Indefinite | $40,395,000 |
| EDGAR ↗ | Dec 29, 2021 | OCA TA XIV LLC | D | Pooled Investment Fund | Indefinite | $26,243,000 |
| EDGAR ↗ | Dec 3, 2021 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $46,904,477 |
| EDGAR ↗ | Nov 2, 2021 | OCA VHF Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $28,205,000 |
| EDGAR ↗ | Nov 2, 2021 | OCA TF Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $9,600,000 |
| EDGAR ↗ | Nov 2, 2021 | OCA CHP Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $21,900,000 |
| EDGAR ↗ | Oct 28, 2021 | OCA TCG Crossover I LLC | D | Pooled Investment Fund | Indefinite | $12,725,000 |
| EDGAR ↗ | Oct 28, 2021 | OCA VOF LLC | D | Pooled Investment Fund | Indefinite | $75,000,000 |
| EDGAR ↗ | Oct 28, 2021 | OCA TBP VII LLC | D | Pooled Investment Fund | Indefinite | $52,020,000 |
| EDGAR ↗ | Oct 28, 2021 | OCA VHF LLC | D | Pooled Investment Fund | Indefinite | $51,795,000 |
| EDGAR ↗ | May 28, 2021 | Bedrock MHC Partners III L.P. | D | Residential | $100,000,000 | $2,500,000 |
| EDGAR ↗ | May 21, 2021 | OCA OHA Credit Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $533,329,573 |
| EDGAR ↗ | Mar 29, 2021 | OCA ESGS LLC | D | Pooled Investment Fund | Indefinite | $121,073,500 |
| EDGAR ↗ | Mar 29, 2021 | OCA PenOpps PV I Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $20,675,000 |
| EDGAR ↗ | Mar 29, 2021 | OCA PenOpps PV I LLC | D | Pooled Investment Fund | Indefinite | $32,895,000 |
| EDGAR ↗ | Mar 29, 2021 | OCA Silver Lake VI LLC | D | Pooled Investment Fund | Indefinite | $47,383,100 |
| EDGAR ↗ | Mar 29, 2021 | OCA Silver Lake VI TE LLC | D | Pooled Investment Fund | Indefinite | $27,201,900 |
| EDGAR ↗ | Mar 29, 2021 | OCA FCC III LLC | D | Pooled Investment Fund | Indefinite | $49,723,000 |
| EDGAR ↗ | Dec 30, 2020 | OCA SSA Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $89,035,000 |
| EDGAR ↗ | Dec 3, 2020 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $46,904,477 |
| EDGAR ↗ | Nov 3, 2020 | OCA venBio III LLC | D | Pooled Investment Fund | Indefinite | $37,192,000 |
| EDGAR ↗ | Nov 3, 2020 | OCA RA Capital Nexus Fund II LLC | D | Pooled Investment Fund | Indefinite | $6,615,000 |
| EDGAR ↗ | Nov 3, 2020 | OCA ORCC III LLC | D | Pooled Investment Fund | Indefinite | $29,956,000 |
| EDGAR ↗ | Nov 3, 2020 | OCA Thoma Bravo Fund XIV TE LLC | D | Pooled Investment Fund | Indefinite | $7,855,000 |
| EDGAR ↗ | Nov 3, 2020 | OCA Thoma Bravo Fund XIV LLC | D | Pooled Investment Fund | Indefinite | $27,145,000 |
| EDGAR ↗ | Nov 3, 2020 | OCA venBio III Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $25,208,000 |
| EDGAR ↗ | Nov 3, 2020 | OCA BREDS IV TE LLC | D | Pooled Investment Fund | Indefinite | $21,120,000 |
| EDGAR ↗ | Nov 3, 2020 | OCA BREDS IV LLC | D | Pooled Investment Fund | Indefinite | $26,125,000 |
| EDGAR ↗ | May 21, 2020 | OCA OHA Credit Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $491,886,573 |
| EDGAR ↗ | Mar 6, 2020 | OCA LCP IX Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $41,290,000 |
| EDGAR ↗ | Dec 31, 2019 | OCA SSA Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $58,800,000 |
| EDGAR ↗ | Dec 3, 2019 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $46,904,477 |
| EDGAR ↗ | Sep 18, 2019 | OCA CMTG LLC | D/A | Pooled Investment Fund | Indefinite | $161,111,000 |
| EDGAR ↗ | May 21, 2019 | OCA OHA Credit Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $382,785,127 |
| EDGAR ↗ | Mar 6, 2019 | OCA LCP IX Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $12,900,000 |
| EDGAR ↗ | Feb 12, 2019 | Cohesive Capital Partners III, L.P. | D/A | Pooled Investment Fund | Indefinite | $216,925,000 |
| EDGAR ↗ | Dec 19, 2018 | OCA SSA Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $44,050,000 |
| EDGAR ↗ | Dec 3, 2018 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $46,904,477 |
| EDGAR ↗ | Oct 26, 2018 | OCA Sachem Head Offshore Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $13,454,500 |
| EDGAR ↗ | Oct 22, 2018 | OCA Sachem Head LLC | D/A | Pooled Investment Fund | Indefinite | $52,710,704 |
| EDGAR ↗ | Sep 18, 2018 | OCA CMTG LLC | D/A | Pooled Investment Fund | Indefinite | $118,006,600 |
| EDGAR ↗ | Aug 10, 2018 | Cohesive Capital Partners III, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 10, 2018 | OCA EAGLE GLOBAL MLP LLC | D/A | Pooled Investment Fund | Indefinite | $210,474,716 |
| EDGAR ↗ | May 24, 2018 | Bedrock MHC Partners II L.P. | D | Residential | $40,000,000 | $5,500,000 |
| EDGAR ↗ | May 1, 2018 | OCA Anchorage Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $8,481,235 |
| EDGAR ↗ | Apr 10, 2018 | OCA TBP VI LLC | D | Pooled Investment Fund | Indefinite | $21,990,000 |
| EDGAR ↗ | Apr 10, 2018 | OCA LREF VIII LLC | D | Pooled Investment Fund | Indefinite | $14,975,000 |
| EDGAR ↗ | Apr 4, 2018 | OCA Anchorage Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $5,031,235 |
| EDGAR ↗ | Apr 4, 2018 | OCA OHA Credit Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $171,224,011 |
| EDGAR ↗ | Apr 4, 2018 | OCA OHA Credit Fund LLC | D/A | Pooled Investment Fund | Indefinite | $237,358,789 |
| EDGAR ↗ | Apr 4, 2018 | OCA Iguana Long-Only Healthcare Fund LLC | D/A | Pooled Investment Fund | Indefinite | $73,695,502 |
| EDGAR ↗ | Feb 7, 2018 | OCA Anchorage LLC | D/A | Pooled Investment Fund | Indefinite | $15,356,000 |
| EDGAR ↗ | Dec 1, 2017 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $60,753,287 |
| EDGAR ↗ | Oct 27, 2017 | OCA Sachem Head Offshore Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $10,364,500 |
| EDGAR ↗ | Oct 20, 2017 | OCA Sachem Head LLC | D/A | Pooled Investment Fund | Indefinite | $51,931,702 |
| EDGAR ↗ | Sep 20, 2017 | OCA Silver Lake V TE LLC | D | Pooled Investment Fund | Indefinite | $17,190,000 |
| EDGAR ↗ | Sep 19, 2017 | OCA Silver Lake V LLC | D | Pooled Investment Fund | Indefinite | $33,965,000 |
| EDGAR ↗ | Sep 18, 2017 | OCA CMTG LLC | D | Pooled Investment Fund | Indefinite | $42,780,000 |
| EDGAR ↗ | Sep 8, 2017 | OCA PERSHING SQUARE FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $38,551,242 |
| EDGAR ↗ | Aug 11, 2017 | OCA EAGLE GLOBAL MLP LLC | D/A | Pooled Investment Fund | Indefinite | $208,649,716 |
| EDGAR ↗ | Jun 2, 2017 | OCA BREDS III LLC | D/A | Pooled Investment Fund | Indefinite | $52,535,000 |
| EDGAR ↗ | Jun 2, 2017 | OCA BREDS III TE LLC | D/A | Pooled Investment Fund | Indefinite | $19,125,000 |
| EDGAR ↗ | Apr 14, 2017 | OCA OHA Credit Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $94,322,023 |
| EDGAR ↗ | Apr 14, 2017 | OCA OHA Credit Fund LLC | D/A | Pooled Investment Fund | Indefinite | $194,797,687 |
| EDGAR ↗ | Mar 27, 2017 | OCA LCP VIII Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $6,350,000 |
| EDGAR ↗ | Mar 24, 2017 | OCA GSO Capital Solutions Overseas Feeder Fund II Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $15,265,000 |
| EDGAR ↗ | Mar 20, 2017 | OCA LMMI IV LLC | D | Pooled Investment Fund | Indefinite | $33,015,000 |
| EDGAR ↗ | Mar 20, 2017 | OCA LMMI IV Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $24,175,000 |
| EDGAR ↗ | Mar 20, 2017 | OCA GEM Realty VI LLC | D | Pooled Investment Fund | Indefinite | $2,750,000 |
| EDGAR ↗ | Mar 17, 2017 | OCA GSO Capital Solutions Fund II LLC | D/A | Pooled Investment Fund | Indefinite | $31,964,001 |
| EDGAR ↗ | Mar 17, 2017 | OCA MREP I LLC | D/A | Pooled Investment Fund | Indefinite | $28,000,000 |
| EDGAR ↗ | Mar 17, 2017 | OCA Iguana Long-Only Healthcare Fund LLC | D/A | Pooled Investment Fund | Indefinite | $35,277,000 |
| EDGAR ↗ | Mar 17, 2017 | OCA LCP VIII LLC | D/A | Pooled Investment Fund | Indefinite | $13,280,000 |
| EDGAR ↗ | Mar 16, 2017 | OCA Van Eck Concentrated Energy Equity Portfolio LLC | D/A | Pooled Investment Fund | Indefinite | $130,754,987 |
| EDGAR ↗ | Mar 10, 2017 | OCA Anchorage Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $4,851,235 |
| EDGAR ↗ | Mar 10, 2017 | OCA CRMBS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $27,680,000 |
| EDGAR ↗ | Mar 7, 2017 | OCA ORC LLC | D | Pooled Investment Fund | Indefinite | $28,000,000 |
| EDGAR ↗ | Feb 10, 2017 | OCA Anchorage LLC | D/A | Pooled Investment Fund | Indefinite | $14,240,000 |
| EDGAR ↗ | Dec 2, 2016 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $60,753,287 |
| EDGAR ↗ | Oct 27, 2016 | OCA Sachem Head Offshore Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $10,364,500 |
| EDGAR ↗ | Oct 21, 2016 | OCA Sachem Head LLC | D/A | Pooled Investment Fund | Indefinite | $51,881,702 |
| EDGAR ↗ | Oct 4, 2016 | OCA Patria V LLC | D/A | Pooled Investment Fund | Indefinite | $18,650,000 |
| EDGAR ↗ | Oct 4, 2016 | OCA Strategos RMBS Fund | D/A | Pooled Investment Fund | Indefinite | $335,520,799 |
| EDGAR ↗ | Sep 14, 2016 | OCA Wesley Mortgage REIT Fund LLC | D/A | Pooled Investment Fund | Indefinite | $454,392,658 |
| EDGAR ↗ | Sep 9, 2016 | OCA PERSHING SQUARE FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $38,551,242 |
| EDGAR ↗ | Aug 12, 2016 | OCA EAGLE GLOBAL MLP LLC | D/A | Pooled Investment Fund | Indefinite | $204,849,715 |
| EDGAR ↗ | Aug 11, 2016 | Bedrock MHC Partners L.P. | D | Residential | $20,000,000 | $20,000,000 |
| EDGAR ↗ | Jun 3, 2016 | OCA BREDS III TE LLC | D | Pooled Investment Fund | Indefinite | $19,125,000 |
| EDGAR ↗ | Jun 2, 2016 | OCA BREDS III LLC | D | Pooled Investment Fund | Indefinite | $52,535,000 |
| EDGAR ↗ | Apr 14, 2016 | OCA OHA Credit Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $81,772,023 |
| EDGAR ↗ | Apr 14, 2016 | OCA OHA Credit Fund LLC | D/A | Pooled Investment Fund | Indefinite | $180,639,474 |
| EDGAR ↗ | Apr 1, 2016 | OCA Chesapeake Partners International Feeder Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $10,775,000 |
| EDGAR ↗ | Mar 31, 2016 | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $29,473,264 |
| EDGAR ↗ | Mar 24, 2016 | OCA GSO Capital Solutions Overseas Feeder Fund II Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $15,265,000 |
| EDGAR ↗ | Mar 24, 2016 | OCA Iguana Healthcare Partners Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $11,550,000 |
| EDGAR ↗ | Mar 24, 2016 | OCA LCP VIII Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $6,350,000 |
| EDGAR ↗ | Mar 18, 2016 | OCA GSO Capital Solutions Fund II LLC | D/A | Pooled Investment Fund | Indefinite | $17,138,841 |
| EDGAR ↗ | Mar 18, 2016 | OCA MREP I LLC | D/A | Pooled Investment Fund | Indefinite | $28,000,000 |
| EDGAR ↗ | Mar 18, 2016 | OCA Iguana Long-Only Healthcare Fund LLC | D/A | Pooled Investment Fund | Indefinite | $35,277,000 |
| EDGAR ↗ | Mar 18, 2016 | OCA LCP VIII LLC | D/A | Pooled Investment Fund | Indefinite | $12,750,000 |
| EDGAR ↗ | Mar 16, 2016 | OCA Van Eck Concentrated Energy Equity Portfolio LLC | D/A | Pooled Investment Fund | Indefinite | $130,320,926 |
| EDGAR ↗ | Mar 14, 2016 | OCA Brigade Credit Fund II LLC | D/A | Pooled Investment Fund | Indefinite | $397,576,917 |
| EDGAR ↗ | Mar 11, 2016 | OCA CRMBS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $27,680,000 |
| EDGAR ↗ | Mar 10, 2016 | OCA Anchorage Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $995,000 |
| EDGAR ↗ | Feb 11, 2016 | OCA Anchorage LLC | D | Pooled Investment Fund | Indefinite | $3,335,000 |
| EDGAR ↗ | Dec 2, 2015 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $46,960,417 |
| EDGAR ↗ | Oct 27, 2015 | OCA Sachem Head Offshore Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $8,804,500 |
| EDGAR ↗ | Oct 23, 2015 | OCA Sachem Head LLC | D/A | Pooled Investment Fund | Indefinite | $47,141,702 |
| EDGAR ↗ | Oct 9, 2015 | OCA Patria V LLC | D/A | Pooled Investment Fund | Indefinite | $18,650,000 |
| EDGAR ↗ | Oct 8, 2015 | OCA Strategos RMBS Fund | D/A | Pooled Investment Fund | Indefinite | $325,780,799 |
| EDGAR ↗ | Sep 14, 2015 | OCA Wesley Mortgage REIT Fund LLC | D/A | Pooled Investment Fund | Indefinite | $230,799,955 |
| EDGAR ↗ | Sep 10, 2015 | OCA PERSHING SQUARE FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $35,626,242 |
| EDGAR ↗ | Aug 14, 2015 | OCA EAGLE GLOBAL MLP LLC | D/A | Pooled Investment Fund | Indefinite | $186,080,315 |
| EDGAR ↗ | Apr 30, 2015 | BEDROCK RIVER HAVEN CAPITAL LLC | D | Other | $770,077 | $770,077 |
| EDGAR ↗ | Apr 14, 2015 | OCA OHA Credit Fund Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $59,143,457 |
| EDGAR ↗ | Apr 14, 2015 | OCA OHA Credit Fund LLC | D | Pooled Investment Fund | Indefinite | $148,152,000 |
| EDGAR ↗ | Apr 2, 2015 | OCA Chesapeake Partners International Feeder Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $10,695,000 |
| EDGAR ↗ | Apr 2, 2015 | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $28,342,264 |
| EDGAR ↗ | Mar 24, 2015 | OCA GSO Capital Solutions Overseas Feeder Fund II Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $15,265,000 |
| EDGAR ↗ | Mar 24, 2015 | OCA Iguana Healthcare Partners Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $11,550,000 |
| EDGAR ↗ | Mar 24, 2015 | OCA LCP VIII Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $5,050,000 |
| EDGAR ↗ | Mar 24, 2015 | OCA Patria V LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Mar 23, 2015 | OCA MREP I LLC | D | Pooled Investment Fund | Indefinite | $28,000,000 |
| EDGAR ↗ | Mar 20, 2015 | OCA GSO Capital Solutions Fund II LLC | D | Pooled Investment Fund | Indefinite | $17,138,841 |
| EDGAR ↗ | Mar 20, 2015 | OCA Iguana Long-Only Healthcare Fund LLC | D | Pooled Investment Fund | Indefinite | $19,085,000 |
| EDGAR ↗ | Mar 20, 2015 | OCA LCP VIII LLC | D | Pooled Investment Fund | Indefinite | $12,750,000 |
| EDGAR ↗ | Mar 16, 2015 | OCA Van Eck Concentrated Energy Equity Portfolio LLC | D | Pooled Investment Fund | Indefinite | $43,501,000 |
| EDGAR ↗ | Mar 13, 2015 | OCA SA Mezzanine II Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $18,525,000 |
| EDGAR ↗ | Mar 13, 2015 | OCA SA Mezzanine II LLC | D/A | Pooled Investment Fund | Indefinite | $11,200,000 |
| EDGAR ↗ | Mar 13, 2015 | OCA Brigade Credit Fund II LLC | D/A | Pooled Investment Fund | Indefinite | $388,776,917 |
| EDGAR ↗ | Mar 13, 2015 | OCA CRMBS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $27,680,000 |
| EDGAR ↗ | Dec 5, 2014 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $46,960,417 |
| EDGAR ↗ | Oct 27, 2014 | OCA Sachem Head Offshore Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $8,185,000 |
| EDGAR ↗ | Oct 23, 2014 | OCA Sachem Head LLC | D/A | Pooled Investment Fund | Indefinite | $28,151,704 |
| EDGAR ↗ | Oct 3, 2014 | OCA Strategos RMBS Fund | D/A | Pooled Investment Fund | Indefinite | $292,291,799 |
| EDGAR ↗ | Sep 19, 2014 | OCA Wesley Mortgage REIT Fund LLC | D/A | Pooled Investment Fund | Indefinite | $226,073,955 |
| EDGAR ↗ | Sep 10, 2014 | OCA PERSHING SQUARE FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $31,951,242 |
| EDGAR ↗ | Aug 14, 2014 | OCA EAGLE GLOBAL MLP LLC | D/A | Pooled Investment Fund | Indefinite | $159,696,725 |
| EDGAR ↗ | Apr 3, 2014 | OCA Chesapeake Partners International Feeder Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $9,645,000 |
| EDGAR ↗ | Apr 3, 2014 | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $27,152,073 |
| EDGAR ↗ | Mar 19, 2014 | OCA SA Mezzanine II Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $18,525,000 |
| EDGAR ↗ | Mar 17, 2014 | OCA Brigade Credit Fund II LLC | D/A | Pooled Investment Fund | Indefinite | $377,543,917 |
| EDGAR ↗ | Mar 14, 2014 | OCA HCRP III Fund LLC | D | Pooled Investment Fund | Indefinite | $2,400,000 |
| EDGAR ↗ | Mar 14, 2014 | OCA KKR Energy Fund LLC | D | Pooled Investment Fund | Indefinite | $12,584,332 |
| EDGAR ↗ | Mar 14, 2014 | OCA CRMBS Fund LLC | D/A | Pooled Investment Fund | Indefinite | $15,595,000 |
| EDGAR ↗ | Mar 13, 2014 | OCA SA Mezzanine II LLC | D | Pooled Investment Fund | Indefinite | $11,200,000 |
| EDGAR ↗ | Dec 6, 2013 | OCA Lechworth Fund LP | D/A | Pooled Investment Fund | Indefinite | $46,360,417 |
| EDGAR ↗ | Oct 28, 2013 | OCA Sachem Head Offshore Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $5,030,000 |
| EDGAR ↗ | Oct 25, 2013 | OCA Sachem Head LLC | D | Pooled Investment Fund | Indefinite | $16,524,998 |
| EDGAR ↗ | Oct 2, 2013 | OCA Strategos RMBS Fund | D | Pooled Investment Fund | Indefinite | $258,981,499 |
| EDGAR ↗ | Sep 20, 2013 | OCA Wesley Mortgage REIT Fund LLC | D/A | Pooled Investment Fund | Indefinite | $225,173,955 |
| EDGAR ↗ | Sep 12, 2013 | OCA PERSHING SQUARE FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $31,010,000 |
| EDGAR ↗ | Aug 15, 2013 | OCA EAGLE GLOBAL MLP LLC | D/A | Pooled Investment Fund | Indefinite | $159,696,725 |
| EDGAR ↗ | Apr 3, 2013 | OCA Chesapeake Partners International Feeder Fund Segregated Portfolio | D/A | Pooled Investment Fund | Indefinite | $5,675,000 |
| EDGAR ↗ | Apr 3, 2013 | OCA EA Fund LLC | D/A | Pooled Investment Fund | Indefinite | $8,500,000 |
| EDGAR ↗ | Apr 3, 2013 | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $19,710,000 |
| EDGAR ↗ | Apr 3, 2013 | OCA BRIGADE LEVERAGED CAPITAL STRUCTURES FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $5,884,516 |
| EDGAR ↗ | Mar 15, 2013 | OCA CRMBS Fund LLC | D | Pooled Investment Fund | Indefinite | $14,840,000 |
| EDGAR ↗ | Mar 15, 2013 | OCA Global High Quality Fixed Income Fund LLC | D | Pooled Investment Fund | Indefinite | $22,938,000 |
| EDGAR ↗ | Mar 15, 2013 | OCA Brigade Credit Fund II LLC | D | Pooled Investment Fund | Indefinite | $372,102,265 |
| EDGAR ↗ | Mar 8, 2013 | OCA Real Estate Opportunities Fund I LP | D/A | Pooled Investment Fund | Indefinite | $29,810,000 |
| EDGAR ↗ | Mar 8, 2013 | OCA Offshore Multi-Manager Fund I LTD | D/A | Pooled Investment Fund | Indefinite | $35,045,800 |
| EDGAR ↗ | Mar 8, 2013 | OCA MULTI MANAGER FUND I LP | D/A | Pooled Investment Fund | Indefinite | $86,362,000 |
| EDGAR ↗ | Jun 22, 2012 | OCA Wesley Mortgage REIT Fund LLC | D/A | Pooled Investment Fund | Indefinite | $151,207,222 |
| EDGAR ↗ | Jun 21, 2012 | OCA PERSHING SQUARE FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $24,885,000 |
| EDGAR ↗ | Jun 11, 2012 | OCA BREP VII Fund LLC | D | Pooled Investment Fund | Indefinite | $31,110,000 |
| EDGAR ↗ | Jun 8, 2012 | OCA Lechworth Fund LP | D | Pooled Investment Fund | Indefinite | $900,000 |
| EDGAR ↗ | Apr 18, 2012 | Morgan Stanley Smith Barney Cohesive Capital Partners Offshore Feeder L.P. | D | Pooled Investment Fund | Indefinite | $850,000 |
| EDGAR ↗ | Apr 18, 2012 | Morgan Stanley Smith Barney Cohesive Capital Partners Onshore Feeder L.P. | D | Pooled Investment Fund | Indefinite | $7,400,000 |
| EDGAR ↗ | Mar 2, 2012 | OCA Capital Preservation Fund II LLC | D | Pooled Investment Fund | Indefinite | $31,208,989 |
| EDGAR ↗ | Mar 2, 2012 | OCA Chesapeake Partners International Feeder Fund Segregated Portfolio | D | Pooled Investment Fund | Indefinite | $4,000,000 |
| EDGAR ↗ | Feb 27, 2012 | OCA Real Estate Opportunities Fund I LP | D | Pooled Investment Fund | Indefinite | $29,864,621 |
| EDGAR ↗ | Jan 27, 2012 | OCA CHESAPEAKE PARTNERS FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $13,962,482 |
| EDGAR ↗ | Jan 25, 2012 | OCA BRIGADE LEVERAGED CAPITAL STRUCTURES FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $3,859,516 |
| EDGAR ↗ | Jan 25, 2012 | OCA EAGLE GLOBAL MLP LLC | D/A | Pooled Investment Fund | Indefinite | $58,707,501 |
| EDGAR ↗ | Jan 24, 2012 | OCA Ashmore Emerging Markets Currency Fund LLC | D/A | Pooled Investment Fund | Indefinite | $156,433,890 |
| EDGAR ↗ | Nov 22, 2011 | Cohesive Capital Partners (Offshore), L.P. | D | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Nov 22, 2011 | Cohesive Capital Partners, L.P. | D | Pooled Investment Fund | Indefinite | $94,850,000 |
| EDGAR ↗ | Nov 23, 2010 | Cohesive Capital Partners (Offshore), L.P. | D | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Nov 23, 2010 | Cohesive Capital Partners, L.P. | D | Pooled Investment Fund | Indefinite | $85,100,000 |
| EDGAR ↗ | Oct 15, 2010 | OCA Global Macro Fund Ltd. | D | Pooled Investment Fund | Indefinite | $11,500,000 |
| EDGAR ↗ | Oct 15, 2010 | OCA Global Macro Fund L.P. | D | Pooled Investment Fund | Indefinite | $5,250,000 |
| EDGAR ↗ | Jul 21, 2010 | OCA Wesley Mortgage REIT Fund LLC | D | Pooled Investment Fund | Indefinite | $30,945,000 |
| EDGAR ↗ | Jul 21, 2010 | OCA Ashmore Emerging Markets Currency Fund LLC | D/A | Pooled Investment Fund | Indefinite | $4,231,250 |
| EDGAR ↗ | Jul 21, 2010 | OCA Offshore Multi-Manager Fund I LTD | D/A | Pooled Investment Fund | Indefinite | $31,115,000 |
| EDGAR ↗ | Jul 21, 2010 | OCA MULTI MANAGER FUND I LP | D/A | Pooled Investment Fund | Indefinite | $57,510,000 |
| EDGAR ↗ | Jul 21, 2010 | OCA DEVELOPING COUNTRIES SELECT FUND LP | D/A | Pooled Investment Fund | Indefinite | $70,160,000 |
| EDGAR ↗ | Jul 21, 2010 | OCA EAGLE GLOBAL MLP LLC | D/A | Pooled Investment Fund | Indefinite | $36,112,000 |
| EDGAR ↗ | Jul 20, 2010 | OCA ABRAMS CAPITAL PARTNERS II FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $26,650,000 |
| EDGAR ↗ | Jul 20, 2010 | OCA BRIGADE LEVERAGED CAPITAL STRUCTURES FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $3,725,000 |
| EDGAR ↗ | Jul 19, 2010 | OCA Daedalus Partners LLC | D/A | Pooled Investment Fund | Indefinite | $2,400,000 |
| EDGAR ↗ | Jul 19, 2010 | OCA EA Fund LLC | D/A | Pooled Investment Fund | Indefinite | $8,500,000 |
| EDGAR ↗ | Jul 19, 2010 | OCA Brookside Capital Partners Fund II LLC | D/A | Pooled Investment Fund | Indefinite | $3,400,000 |
| EDGAR ↗ | Jul 19, 2010 | OCA OWL CREEK II FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $4,000,000 |
| EDGAR ↗ | Jul 19, 2010 | OCA PERSHING SQUARE FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $10,525,000 |
| EDGAR ↗ | Apr 2, 2010 | OCA Ashmore Emerging Markets Currency Fund LLC | D | Pooled Investment Fund | Indefinite | $1,098,000,000 |
| EDGAR ↗ | Sep 11, 2009 | OCA Brookside Capital Partners Fund II LLC | D | Pooled Investment Fund | Indefinite | $1,400,000 |
| EDGAR ↗ | Sep 10, 2009 | OCA Daedalus Partners LLC | D | Pooled Investment Fund | Indefinite | $1,650,000 |
| EDGAR ↗ | Sep 10, 2009 | OCA EA Fund LLC | D | Pooled Investment Fund | Indefinite | $6,000,000 |
| EDGAR ↗ | Sep 10, 2009 | OCA Dolomite Fund LLC | D | Pooled Investment Fund | Indefinite | $10,000,000 |
| EDGAR ↗ | Sep 10, 2009 | OCA Offshore Multi-Manager Fund I LTD | D | Pooled Investment Fund | Indefinite | $17,865,000 |
| EDGAR ↗ | Sep 10, 2009 | OCA MULTI MANAGER FUND I LP | D | Pooled Investment Fund | Indefinite | $22,275,000 |
| EDGAR ↗ | Sep 8, 2009 | OCA EAGLE GLOBAL MLP LLC | D | Pooled Investment Fund | Indefinite | $14,990,000 |
Activity: 6 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 30, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2015), Other (2015), Pooled Investment Fund (2016), Residential (2016), Pooled Investment Fund (2017–2018), Residential (2018), Pooled Investment Fund (2018–2021), Residential (2021), Pooled Investment Fund (2021–2023), Other Banking and Financial Services (2023), Pooled Investment Fund (2023), Other Banking and Financial Services (2023), Pooled Investment Fund (2023), Other Technology (2023), Pooled Investment Fund (2023), Other Technology (2023), Pooled Investment Fund (2024–2025), Residential (2025). Latest offering: Pooled Investment Fund (2025–2026; most recent Sep 30, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Ned S. Offit | Executive Officer, Director | 157 | Sep 8, 2009 → Sep 30, 2026 |
| Vincent M. Rella | Executive Officer | 139 | Sep 8, 2009 → Sep 30, 2026 |
| S. Offit Capital Advisors LLC entity | Executive Officer | 63 | Mar 29, 2021 → Sep 30, 2026 |
| Daniel Offit | Executive Officer, Director | 53 | Sep 8, 2009 → May 21, 2021 |
| Morris W. Offit | Executive Officer | 48 | Sep 8, 2009 → Dec 3, 2021 |
| Mark C. Abrahamsen | Executive Officer | 47 | Sep 8, 2009 → Dec 3, 2021 |
| Todd E. Petzel | Executive Officer | 47 | Sep 8, 2009 → Sep 18, 2019 |
| Christine Jurinich | Executive Officer | 42 | Jul 19, 2010 → Dec 1, 2017 |
| Thomas F. Carrier | Executive Officer | 40 | Sep 8, 2009 → Jun 3, 2016 |
| Igal Litovsky | Executive Officer | 36 | Jan 24, 2012 → Dec 3, 2021 |
| Jessica L. Trask | Executive Officer | 36 | Jan 24, 2012 → Dec 3, 2021 |
| Offit Capital Advisors LLC entity | Executive Officer | 28 | Nov 3, 2020 → Sep 18, 2026 |
| Dan Offit | Director, Executive Officer | 25 | Oct 28, 2013 → Dec 29, 2021 |
| F. Offit Capital Advisors LLC entity | Executive Officer | 20 | Jul 19, 2010 → Oct 22, 2018 |
| L. Offit Capital Advisors LLC entity | Executive Officer | 17 | Jan 27, 2012 → Dec 3, 2021 |
| Anthony R. Bienstock | Executive Officer, Promoter | 14 | Sep 8, 2009 → Dec 1, 2023 |
| Marc Baum | Executive Officer | 14 | Sep 8, 2009 → Jul 21, 2010 |
| John Barber | Executive Officer, Promoter | 10 | Nov 23, 2010 → Sep 4, 2026 |
| M. Offit Capital Advisors LLC entity | Executive Officer | 6 | Jul 21, 2010 → Jan 4, 2024 |
| Paul Gojkovich III | Director, Executive Officer | 5 | Apr 30, 2015 → Sep 4, 2026 |
| L. OCA Partners LLC entity | Executive Officer | 2 | Feb 27, 2012 → Dec 3, 2021 |
| Christine Jurnich | Executive Officer | 2 | Feb 11, 2016 → Feb 7, 2018 |
| Gregory Angrist | Executive Officer | 2 | Apr 18, 2012 → Apr 18, 2012 |
| Samantha Anderes | Executive Officer | 1 | Aug 25, 2025 → Sep 4, 2026 |
| Bedrock Communities MGMT LLC entity | Executive Officer | 1 | Aug 25, 2025 → Sep 4, 2026 |
| Bedrock MHC Partners IV (GP) LLC entity | Executive Officer | 1 | Aug 25, 2025 → Sep 4, 2026 |
| Rhonda Stroud | Executive Officer | 1 | Aug 25, 2025 → Sep 4, 2026 |
| S. Offit Cpaital Advisors entity | Executive Officer | 1 | Jan 4, 2024 → Jan 4, 2024 |
| Eric Conner | Promoter | 1 | Dec 1, 2023 → Dec 1, 2023 |
| Dan Anglin | Promoter | 1 | Dec 1, 2023 → Dec 1, 2023 |
| Andrew Gabehart | Promoter | 1 | Dec 1, 2023 → Dec 1, 2023 |
| Revell Cortex GP entity | Executive Officer | 1 | May 2, 2023 → May 2, 2023 |
| Bedrock MHC Partners III (GP) entity | Executive Officer | 1 | May 28, 2021 → May 28, 2021 |
| Bedrock MHC Partners II (GP) entity | Executive Officer | 1 | May 24, 2018 → May 24, 2018 |
| C. Offit Capital Advisors LLC entity | Executive Officer | 1 | Mar 16, 2015 → Mar 16, 2017 |
| ROBERT KOSLOW | Executive Officer | 1 | Apr 30, 2015 → Apr 30, 2015 |
| L. Offit Capital Adviosrs LLC entity | Executive Officer | 1 | Mar 13, 2014 → Mar 13, 2015 |
| Chrstine Jurinich | Executive Officer | 1 | Jul 21, 2010 → Aug 14, 2014 |
| F. OCA Partners entity | Executive Officer | 1 | Jul 21, 2010 → Mar 8, 2013 |
| L. Offit Captial Advisors LLC entity | Executive Officer | 1 | Mar 2, 2012 → Mar 2, 2012 |
| W. OCA Partners entity | Executive Officer | 1 | Oct 15, 2010 → Oct 15, 2010 |
| W. Offit Capital Advisors entity | Executive Officer | 1 | Oct 15, 2010 → Oct 15, 2010 |
| M. OCA Partners entity | Executive Officer | 1 | Jul 21, 2010 → Jul 21, 2010 |
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Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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