PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:11 AM ET

Sponsor Check › Sponsor group

OI

Old Ironsides

One sponsor team, 13 deal companies · Boston, MA

Grouped because: 5 shared people, 5 shared management entities, same business address (13 issuers), similar issuer names (12) (automatic match from the filings) · not the same sponsor?

13deal companies
$2.46Breported sold
111investors
24Form D filings
2014–2026active
2new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 13, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Old Ironsides is a sponsor group of 13 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 24 Form D filings between Oct 2014 and Jul 2026.

What this means One team, 13 deal companies, about 12 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $2.46B to 111 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (13). Issuers are based in MA (13).

What this means $2.46B raised across the group, about $22.2M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Daniel Rioux (13 issuers, executive officer, director, and promoter), Sean O'Neill (13 issuers, executive officer, director, and promoter), Gregory Morzano (9 issuers, executive officer, director, and promoter), Scott Carson (9 issuers, executive officer, director, and promoter), Old Ironsides Energy, LLC (7 issuers, director, entity) and 7 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 2 new offerings in the last 12 months; latest filing Jul 13, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: OLD IRONSIDES ENERGY, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 24 public filings for Old Ironsides and found 8 differences: Offering amount changed between filings; No amendment in the last 12 months on an offering that may still be open; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Old Ironsides has not run yet — it is joining a line of 9,179 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

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. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Old Ironsides..

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 are not covered.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Old Ironsides,Inc. closed matched at sponsor-group level (Old Ironsides)
United States Bankruptcy Court, E.D. Wisconsin · No. 90-25509 · Filed Oct 15, 1990 · Closed Jul 8, 1994
Role of Old Ironsides,Inc.: Debtor · Outcome: Case closed 1994-07-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state); filed 1990, issuer incorporated 2014
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

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.

8 differences found between the filings for Old Ironsides (compared 24 filings on Oct 24, 2026)

Note · Mar 31, 2015 – Apr 23, 2015

Offering amount changed between filings — Old Ironsides Energy Fund II-D, LP

The Mar 31, 2015 filing says an indefinite amount offered; the Apr 23, 2015 Form D/A says $60,100,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Mar 31, 2015 ↗Form D/A (later) · Apr 23, 2015 ↗Old Ironsides Energy Fund II-D, LP — PartnerFacts page ↗
Sources
Note · Mar 31, 2015 – Apr 23, 2015

Offering amount changed between filings — Old Ironsides Energy Fund II-B, LP

The Mar 31, 2015 filing says an indefinite amount offered; the Apr 23, 2015 Form D/A says $219,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Mar 31, 2015 ↗Form D/A (later) · Apr 23, 2015 ↗Old Ironsides Energy Fund II-B, LP — PartnerFacts page ↗
Sources
Note · Mar 31, 2015 – Apr 23, 2015

Offering amount changed between filings — Old Ironsides Energy Fund II-A, LP

The Mar 31, 2015 filing says an indefinite amount offered; the Apr 23, 2015 Form D/A says $1,081,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Mar 31, 2015 ↗Form D/A (later) · Apr 23, 2015 ↗Old Ironsides Energy Fund II-A, LP — PartnerFacts page ↗
Sources
Note · Oct 31, 2017 – May 8, 2019

No amendment in the last 12 months on an offering that may still be open — Old Ironsides Energy Fund III-B, LP (latest filing May 8, 2019)

The latest filing for this offering is dated May 8, 2019 (first sale Oct 31, 2017). It reports $177,500,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · May 8, 2019 ↗Old Ironsides Energy Fund III-B, LP — PartnerFacts page ↗
Sources
Note · Oct 31, 2017 – May 8, 2019

No amendment in the last 12 months on an offering that may still be open — Old Ironsides Energy Fund III-A, LP (latest filing May 8, 2019)

The latest filing for this offering is dated May 8, 2019 (first sale Oct 31, 2017). It reports $590,610,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · May 8, 2019 ↗Old Ironsides Energy Fund III-A, LP — PartnerFacts page ↗
Sources
Note · Oct 31, 2017 – May 8, 2019

No amendment in the last 12 months on an offering that may still be open — OLD IRONSIDES ENERGY FUND III-D, LP (latest filing May 8, 2019)

The latest filing for this offering is dated May 8, 2019 (first sale Oct 31, 2017). It reports $75,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · May 8, 2019 ↗OLD IRONSIDES ENERGY FUND III-D, LP — PartnerFacts page ↗
Sources
Note · Nov 8, 2017 – May 8, 2019

Old Ironsides Fund III Management Company, LLC is written 2 different ways on the filings

listed as "Old Ironsides Fund III Management Company, LLC" on 4 filings (from Nov 8, 2017), and "Old Ironsides Fund III Management Company, LP" on 3 filings (from May 8, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Nov 8, 2017 ↗Form D/A · May 8, 2019 ↗Old Ironsides Fund III Management Company, LLC — PartnerFacts page ↗
Sources
Note · Nov 8, 2017 – May 8, 2019

Old Ironsides Energy Fund III GP, LLC is written 2 different ways on the filings

listed as "Old Ironsides Energy Fund III GP, LLC" on 4 filings (from Nov 8, 2017), and "Old Ironsides Energy Fund III GP, LP" on 3 filings (from May 8, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Nov 8, 2017 ↗Form D/A · May 8, 2019 ↗Old Ironsides Energy Fund III GP, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

6 of 13 offerings report sales commissions totalling $7,641,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 13, 2026 D
OIE Veritas Permian IV, LP
File 021-590467
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 2, 2026 D
Old Ironsides Pine Wave III, LP
File 021-568710
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 3, 2024 D
OIE STREAM FUND I, LP
File 021-512362
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
STRATHMORE GROUP LLC BrokerCheck CRD 306089 ↗EDGAR ↗
May 3, 2024 D
OIE STREAM CO-INVEST FUND I, LP
File 021-512363
$0 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 27, 2023 D
OLD IRONSIDES BRAZOS III-A, LP
File 021-485325
$0$0$0
The Issuer's affiliates are entitled to receive management fees and carried interest as described in the Issuer's offering document.
None listed on this filingEDGAR ↗
Jun 27, 2023 D
OLD IRONSIDES BRAZOS III-B, LP
File 021-485326
$0$0$0
The Issuer's affiliates are entitled to receive management fees and carried interest as described in the Issuer's offering document.
None listed on this filingEDGAR ↗
May 8, 2019 D/A
Old Ironsides Energy Fund III-B, LP
File 021-298337
$377,500$0$0
The Manager and the General Partner of the Issuer will be entitled to a management fee and performance allocation, which are detailed in the Issuer's offering documents.
Campbell Lutyens & Co. Ltd. no CRD number reported
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
May 8, 2019 D/A
Old Ironsides Energy Fund III-A, LP
File 021-298336
$995,500$0$0
The Manager and General Partner of the Issuer will be entitled to a management fee and performance allocation, which are detailed in the Issuer's offering documents.
Campbell Lutyens & Co. Ltd. no CRD number reported
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
May 8, 2019 D/A
OLD IRONSIDES ENERGY FUND III-D, LP
File 021-298338
$75,000$0$0
The Manager and the Sole Member of the General Partner of the Issuer will be entitled to a management fee and performance allocation, which are detailed in the Issuer's offering documents.
Campbell Lutyens & Co. Ltd. no CRD number reported
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
Jun 5, 2015 D
Old Wagon Co-Invest, LP
File 021-241199
$0$0$0None listed on this filingEDGAR ↗
Apr 23, 2015 D/A
Old Ironsides Energy Fund II-A, LP
File 021-226129
$3,403,000 (est.)$0$0 (est.)
The Manager and General Partner of the Issuer are entitled to a management fee and performance allocation, which are detailed in the Issuer's offering documents.
Campbell Lutyens & Co. Ltd. no CRD number reported
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
Apr 23, 2015 D/A
Old Ironsides Energy Fund II-B, LP
File 021-226131
$2,190,000 (est.)$0$0 (est.)
The Manager and the General Partner of the Issuer are entitled to a management fee and performance allocation, which are detailed in the Issuer's offering documents.
Campbell Lutyens & Co. Ltd. no CRD number reported
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
Apr 23, 2015 D/A
Old Ironsides Energy Fund II-D, LP
File 021-237049
$600,000 (est.)$0 (est.)$0 (est.)
Affiliates of Old Ironsides Energy, LLC and the General Partner of the Issuer are entitled to a management fee and performance allocation, which are detailed in the Issuer's offering documents.
Campbell Lutyens & Co. Ltd. no CRD number reported
via Campbell Lutyens & Co. Inc. (CRD 133376 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (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 13 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Old Ironsides 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. Still to be looked up for this group: 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 covered). 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 covered — not 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, 3:30 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.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗OI Old Ironsides Energy Fund II-A, LPshared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund4$1,081,000,000
offering $1,081,000,000 · similar: $155,000–$5,250,000
45
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015
EDGAR ↗OI Old Ironsides Energy Fund II-B, LPshared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund4$219,000,000
offering $219,000,000 · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015
EDGAR ↗OI Old Ironsides Energy Fund II-D, LPshared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund2$60,100,000
offering $60,100,000 · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗OW Old Wagon Co-Invest, LPshared people, shared management entity, same business address, similar issuer namesBoston, MAPooled Investment Fund1$252,525,252
offering $252,525,252 · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗OI Old Ironsides Energy Fund III-A, LPshared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund3$590,610,000
offering Indefinite · similar: $155,000–$5,250,000
32
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2019
EDGAR ↗OI Old Ironsides Energy Fund III-B, LPshared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund2$177,500,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2019
EDGAR ↗OI OLD IRONSIDES ENERGY FUND III-D, LPshared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund2$75,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2019
EDGAR ↗OI OLD IRONSIDES BRAZOS III-B, LPshared people, same business address, similar issuer namesWALTHAM, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗OI OLD IRONSIDES BRAZOS III-A, LPshared people, same business address, similar issuer namesWALTHAM, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗OS OIE STREAM FUND I, LPshared people, same business address, similar issuer namesWALTHAM, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗OS OIE STREAM CO-INVEST FUND I, LPshared people, same business address, similar issuer namesWALTHAM, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗OI Old Ironsides Pine Wave III, LPshared people, same business address, similar issuer namesWALTHAM, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗OV OIE Veritas Permian IV, LPshared people, same business addressWALTHAM, MAPooled Investment Fund1$5,000,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

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

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jul 13, 2026OIE Veritas Permian IV, LPDPooled Investment FundIndefinite$5,000,000
EDGAR ↗Jan 2, 2026Old Ironsides Pine Wave III, LPDPooled Investment FundIndefinite$0
EDGAR ↗May 3, 2024OIE STREAM CO-INVEST FUND I, LPDPooled Investment FundIndefinite$0
EDGAR ↗May 3, 2024OIE STREAM FUND I, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jun 27, 2023OLD IRONSIDES BRAZOS III-B, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jun 27, 2023OLD IRONSIDES BRAZOS III-A, LPDPooled Investment FundIndefinite$0
EDGAR ↗May 8, 2019Old Ironsides Energy Fund III-B, LPD/APooled Investment FundIndefinite$177,500,000
EDGAR ↗May 8, 2019Old Ironsides Energy Fund III-A, LPD/APooled Investment FundIndefinite$590,610,000
EDGAR ↗May 8, 2019OLD IRONSIDES ENERGY FUND III-D, LPD/APooled Investment FundIndefinite$75,000,000
EDGAR ↗Feb 9, 2018Old Ironsides Energy Fund III-A, LPD/APooled Investment FundIndefinite$240,850,000
EDGAR ↗Nov 8, 2017OLD IRONSIDES ENERGY FUND III-D, LPDPooled Investment FundIndefinite$60,000,000
EDGAR ↗Nov 8, 2017Old Ironsides Energy Fund III-A, LPDPooled Investment FundIndefinite$87,850,000
EDGAR ↗Nov 8, 2017Old Ironsides Energy Fund III-B, LPDPooled Investment FundIndefinite$152,500,000
EDGAR ↗Jun 5, 2015Old Wagon Co-Invest, LPDPooled Investment Fund$252,525,252$252,525,252
EDGAR ↗Apr 23, 2015Old Ironsides Energy Fund II-D, LPD/APooled Investment Fund$60,100,000$60,100,000
EDGAR ↗Apr 23, 2015Old Ironsides Energy Fund II-B, LPD/APooled Investment Fund$219,000,000$219,000,000
EDGAR ↗Apr 23, 2015Old Ironsides Energy Fund II-A, LPD/APooled Investment Fund$1,081,000,000$1,081,000,000
EDGAR ↗Mar 31, 2015Old Ironsides Energy Fund II-D, LPDPooled Investment FundIndefinite$60,000,000
EDGAR ↗Mar 31, 2015Old Ironsides Energy Fund II-B, LPD/APooled Investment FundIndefinite$219,000,000
EDGAR ↗Mar 31, 2015Old Ironsides Energy Fund II-A, LPD/APooled Investment FundIndefinite$787,000,000
EDGAR ↗Dec 23, 2014Old Ironsides Energy Fund II-B, LPD/APooled Investment FundIndefinite$142,000,000
EDGAR ↗Dec 23, 2014Old Ironsides Energy Fund II-A, LPD/APooled Investment FundIndefinite$493,666,667
EDGAR ↗Oct 9, 2014Old Ironsides Energy Fund II-B, LPDPooled Investment FundIndefinite$90,000,000
EDGAR ↗Oct 9, 2014Old Ironsides Energy Fund II-A, LPDPooled Investment FundIndefinite$246,666,667

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 13, 2026. Industry history, as reported on each offering's latest filing: All 13 offerings reported: Pooled Investment Fund (2014–2026).

People across the group

NameRolesIssuers hereFirst → last listed
DR Daniel RiouxDirector, Executive Officer, Promoter13Oct 9, 2014 → Jul 13, 2026
SN Sean O'NeillDirector, Executive Officer, Promoter13Oct 9, 2014 → Jul 13, 2026
SC Scott CarsonDirector, Executive Officer, Promoter9Oct 9, 2014 → Jun 27, 2023
GM Gregory MorzanoDirector, Executive Officer, Promoter9Oct 9, 2014 → Jun 27, 2023
OI Old Ironsides Energy, LLC entityDirector7Oct 9, 2014 → May 8, 2019
KD KEVIN DONAHUEExecutive Officer, Promoter6Jun 27, 2023 → Jul 13, 2026
OI Old Ironsides Fund III Management Company, LLC entityDirector3Nov 8, 2017 → May 8, 2019
OI Old Ironsides Energy Fund III GP, LLC entityDirector3Nov 8, 2017 → May 8, 2019
OI Old Ironsides Fund II Management Company, LLC entityDirector3Oct 9, 2014 → Jun 5, 2015
OI Old Ironsides Energy Fund II GP, LLC entityDirector3Oct 9, 2014 → Jun 5, 2015
OI Old Ironsides Energy Fund III-D GP, LLC entityDirector1Nov 8, 2017 → May 8, 2019
OI Old Ironsides Energy Fund II-D GP, LLC entityDirector1Mar 31, 2015 → Apr 23, 2015

Adviser registration (Form ADV)

OLD IRONSIDES ENERGY, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Aug 14, 2013 · SEC file 801-78440 · Main office: WALTHAM, MA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $1,214,918,402 as reported on Form ADV filed Apr 14, 2026 (Item 5.F(2)(c)) · 10 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.OLDIRONSIDESENERGY.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Apr 14, 2026: 4 of 24 answered “Yes”
  • Yes — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • Yes (1 disclosure reported) — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • Yes (1 disclosure reported) — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • Yes (1 disclosure reported) — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • Yes (1 disclosure reported) — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, same state (MA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 10:02 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Old Ironsides as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Old Ironsides's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #304,658 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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