PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:53 AM ET

Sponsor Check › Sponsor group

OI

Orbis Institutional

One sponsor team, 6 deal companies · Dover, DE

Grouped because: 8 shared people, 3 shared management entities, similar issuer names (6) (automatic match from the filings) · not the same sponsor?

6deal companies
$3.14Breported sold
222investors
41Form D filings
2012–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 15, 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

Orbis Institutional is a sponsor group of 6 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names; automatic match from the filings), filing 41 Form D filings between Jan 2012 and Jul 2026.

What this means One team, 6 deal companies, about 14 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: $3.14B to 222 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (6). Issuers are based in DE (4), Bermuda (as filed: D0) (1), CA (1).

What this means $3.14B raised across the group, about $14.2M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Alexander Charles Cutler (5 issuers, executive officer, director, and promoter), Hugh Edwin Gillespie (5 issuers, executive officer, director, and promoter), Matt Gaarder (5 issuers, director), Matthew Furr (5 issuers, director), Orbis Investment Management Limited (5 issuers, promoter, entity) and 13 more.

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

Activity: 1 new offering in the last 12 months; latest filing Jul 15, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.; ORBIS INVESTMENT MANAGEMENT LIMITED.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 41 public filings for Orbis Institutional and found 19 differences, 5 worth asking the sponsor about: 6 offerings reported less sold on a later filing than an earlier one; Investor count went down between filings; 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 Orbis Institutional has not run yet — it is joining a line of 28,554 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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: VA (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 Orbis Institutional..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

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

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.

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.

19 differences found between the filings for Orbis Institutional — 5 worth asking about (compared 41 filings on Oct 24, 2026)

Worth asking · Jun 18, 2018 – Jun 23, 2022

6 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — Orbis Institutional Global Equity L.P. · Amount sold went down between filings — ORBIS INTERNATIONAL EQUITY L.P. · Amount sold went down between filings — Orbis Institutional International Equity L.P. · Amount sold went down between filings — ORBIS INTERNATIONAL EQUITY L.P. · Amount sold went down between filings — ORBIS INTERNATIONAL EQUITY L.P. · and 1 more

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D/A (earlier) · Jun 25, 2021 ↗Form D/A (later) · Jun 23, 2022 ↗Orbis Institutional Global Equity L.P. — PartnerFacts page ↗Form D/A (earlier) · Jun 25, 2021 ↗
Sources
Worth asking · Jun 25, 2021 – Jun 23, 2022

Investor count went down between filings — ORBIS INTERNATIONAL EQUITY L.P.

The Jun 25, 2021 filing reports 21 investors; the Jun 23, 2022 Form D/A reports 20 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jun 25, 2021 ↗Form D/A (later) · Jun 23, 2022 ↗ORBIS INTERNATIONAL EQUITY L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 13, 2012 – Jun 18, 2018

Investor count went down between filings — ORBIS OPTIMAL GLOBAL FUND, L. P.

The Jan 13, 2012 filing reports 22 investors; the Jun 18, 2018 Form D/A reports 10 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jan 13, 2012 ↗Form D/A (later) · Jun 18, 2018 ↗ORBIS OPTIMAL GLOBAL FUND, L. P. — PartnerFacts page ↗
Sources
Note · Jul 14, 2026

50 other issuers file from the same address — 2 member issuers (ORBIS INTERNATIONAL EQUITY L.P.; ORBIS OPTIMAL GLOBAL FUND, L. P.)

The address on file, 850 New Burton Road, Suite 201, Dover, DE, is used by 52 issuers in our index across 13 sponsor groups; 50 are outside this group. It is on our registered-agent / shared-office list (registered agent / corporate services / fund administrator).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

ORBIS INTERNATIONAL EQUITY L.P. — PartnerFacts page ↗ORBIS OPTIMAL GLOBAL FUND, L. P. — PartnerFacts page ↗EDGAR filer page · ORBIS INTERNATIONAL EQUITY L.P. ↗
Sources
Note · Jul 14, 2026

248 other issuers file from the same address — 2 member issuers (Orbis Institutional Global Equity L.P.; Orbis Institutional International Equity L.P.)

The address on file, 251 Little Falls Drive, Wilmington, DE, is used by 250 issuers in our index across 49 sponsor groups; 248 are outside this group. It is on our registered-agent / shared-office list (registered agent / corporate services / fund administrator).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Orbis Institutional Global Equity L.P. — PartnerFacts page ↗Orbis Institutional International Equity L.P. — PartnerFacts page ↗EDGAR filer page · Orbis Institutional Global Equity L.P. ↗
Sources
Worth asking · Jun 23, 2005 – Jul 15, 2026

5 Form Ds were filed more than 15 days after the first sale

Form D filed 373 days after the first sale — Orbis U.S. Opportunities, L.P. · Form D filed 335 days after the first sale — Orbis Institutional International Equity L.P. · Form D filed 452 days after the first sale — Orbis Institutional Global Equity L.P. · Form D filed 1,107 days after the first sale — ORBIS INTERNATIONAL EQUITY L.P. · Form D filed 2,395 days after the first sale — ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jul 15, 2026 ↗Orbis U.S. Opportunities, L.P. — PartnerFacts page ↗Form D · Jun 18, 2018 ↗Orbis Institutional International Equity L.P. — PartnerFacts page ↗
Sources
Note · Jun 23, 2005 – Jan 13, 2012

No amendment in the last 12 months on an offering that may still be open — ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO (latest filing Jan 13, 2012)

The latest filing for this offering is dated Jan 13, 2012 (first sale Jun 23, 2005). It reports $71,236,222 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 · Jan 13, 2012 ↗ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO — PartnerFacts page ↗
Sources
Worth asking · Jan 13, 2012 – Jun 25, 2021

14 people are no longer listed on a later amendment

Hugh Edwin Gillespie is no longer listed on the Jun 25, 2021 amendment — Orbis Institutional Global Equity L.P. · Hugh Edwin Gillespie is no longer listed on the Jun 25, 2021 amendment — ORBIS INTERNATIONAL EQUITY L.P. · Hugh Edwin Gillespie is no longer listed on the Jun 25, 2021 amendment — Orbis Institutional International Equity L.P. · Hugh Edwin Gillespie is no longer listed on the Jun 25, 2021 amendment — ORBIS OPTIMAL GLOBAL FUND, L. P. · James J. Dorr is no longer listed on the Jun 18, 2018 amendment — ORBIS INTERNATIONAL EQUITY L.P. · and 9 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Jun 19, 2020 ↗Form D/A · Jun 25, 2021 ↗Hugh Edwin Gillespie — PartnerFacts page ↗Orbis Institutional Global Equity L.P. — PartnerFacts page ↗
Sources
Note · Jan 13, 2012 – Jun 18, 2018

5 role changes for the same people across filings

Hugh Edwin Gillespie's role changed at ORBIS OPTIMAL GLOBAL FUND, L. P.: executive officer, director → director · Hugh Edwin Gillespie's role changed at ORBIS INTERNATIONAL EQUITY L.P.: executive officer, director, promoter → director · Alexander Charles Cutler's role changed at ORBIS OPTIMAL GLOBAL FUND, L. P.: executive officer → director · Alexander Charles Cutler's role changed at ORBIS INTERNATIONAL EQUITY L.P.: executive officer, promoter → director · Orbis Asset Management Limited's role changed at ORBIS INTERNATIONAL EQUITY L.P.: executive officer, promoter → executive officer

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Jan 13, 2012 ↗Form D/A · Jun 18, 2018 ↗Hugh Edwin Gillespie — PartnerFacts page ↗ORBIS OPTIMAL GLOBAL FUND, L. P. — PartnerFacts page ↗
Sources
Note · Jan 13, 2012 – Jun 5, 2017

Hugh Edwin Gillespie is written 2 different ways on the filings

listed as "Hugh E. Gillespie" on 3 filings (from Jan 13, 2012), and "Hugh Edwin Gillespie" on 13 filings (from Jun 5, 2017).

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/A · Jan 13, 2012 ↗Form D · Jun 5, 2017 ↗Hugh Edwin Gillespie — PartnerFacts page ↗
Sources
Note · Jan 13, 2012 – Jun 5, 2017

Alexander Charles Cutler is written 2 different ways on the filings

listed as "Alexander C. Cutler" on 2 filings (from Jan 13, 2012), and "Alexander Charles Cutler" on 38 filings (from Jun 5, 2017).

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/A · Jan 13, 2012 ↗Form D · Jun 5, 2017 ↗Alexander Charles Cutler — PartnerFacts page ↗
Sources
Note · Jan 13, 2012 – Jul 14, 2026

Reported net asset value range changed between filings — ORBIS INTERNATIONAL EQUITY L.P.

"Decline to Disclose" (Jan 13, 2012); then "Over $100,000,000" (Jul 14, 2026).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jan 13, 2012 ↗Form D/A · Jul 14, 2026 ↗ORBIS INTERNATIONAL EQUITY L.P. — PartnerFacts page ↗
Sources
Note · Jan 13, 2012 – Jul 14, 2026

Reported net asset value range changed between filings — ORBIS OPTIMAL GLOBAL FUND, L. P.

"Decline to Disclose" (Jan 13, 2012); then "Over $100,000,000" (Jul 14, 2026).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D/A · Jan 13, 2012 ↗Form D/A · Jul 14, 2026 ↗ORBIS OPTIMAL GLOBAL FUND, L. P. — PartnerFacts page ↗
Sources
Note · Jun 18, 2018 – Jun 19, 2020

Reported net asset value range changed between filings — Orbis Institutional International Equity L.P.

"Decline to Disclose" (Jun 18, 2018); then "Over $100,000,000" (Jun 19, 2020).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jun 18, 2018 ↗Form D/A · Jun 19, 2020 ↗Orbis Institutional International Equity L.P. — PartnerFacts page ↗
Sources
Note · Jul 14, 2026

4 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — Orbis Institutional Global Equity L.P. · Address on file is a registered agent / shared office — ORBIS INTERNATIONAL EQUITY L.P. · Address on file is a registered agent / shared office — Orbis Institutional International Equity L.P. · Address on file is a registered agent / shared office — ORBIS OPTIMAL GLOBAL FUND, L. P.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D/A · Jul 14, 2026 ↗Orbis Institutional Global Equity L.P. — PartnerFacts page ↗Form D/A · Jul 14, 2026 ↗ORBIS INTERNATIONAL EQUITY L.P. — PartnerFacts page ↗
Sources
Note · Jan 13, 2012 – Jul 15, 2026

Member companies were formed in 2 different states

Delaware (5), Virgin Islands, British (1) — out of 6 member issuers. The odd ones out: ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO (Virgin Islands, British).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Orbis Institutional — sponsor group page ↗ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO — PartnerFacts page ↗
Sources
Note · Jan 13, 2012 – Jul 15, 2026

Member companies list addresses in 3 different states

DE (4), Bermuda (as filed: D0) (1), CA (1). 4 members use a registered-agent or shared-office address: ORBIS INTERNATIONAL EQUITY L.P. (850 New Burton Road, Suite 201, Dover, DE); Orbis Institutional Global Equity L.P. (251 Little Falls Drive, Wilmington, DE); Orbis Institutional International Equity L.P. (251 Little Falls Drive, Wilmington, DE); ORBIS OPTIMAL GLOBAL FUND, L. P. (850 New Burton Road, Suite 201, Dover, DE).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Orbis Institutional — sponsor group page ↗ORBIS INTERNATIONAL EQUITY L.P. — PartnerFacts page ↗Orbis Institutional Global Equity L.P. — PartnerFacts page ↗Orbis Institutional International Equity L.P. — PartnerFacts page ↗
Sources
Note · Jan 13, 2012 – Jul 14, 2026

Issuer used a different name before — ORBIS OPTIMAL GLOBAL FUND, L. P.

SEC records list prior names for this filer: ORBIS OPTIMAL GLOBAL FUND L P. The current name on file is "ORBIS OPTIMAL GLOBAL FUND, L. P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗ORBIS OPTIMAL GLOBAL FUND, L. P. — PartnerFacts page ↗
Sources
Note · Jan 13, 2012

Issuer used a different name before — ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO

SEC records list prior names for this filer: ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO. The current name on file is "ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO — 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

None reported on 6 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 15, 2026 D
Orbis U.S. Opportunities, L.P.
File 021-590967
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2026 D/A
ORBIS INTERNATIONAL EQUITY L.P.
File 021-171819
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2026 D/A
ORBIS OPTIMAL GLOBAL FUND, L. P.
File 021-93672-7N
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2026 D/A
Orbis Institutional Global Equity L.P.
File 021-288007
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2026 D/A
Orbis Institutional International Equity L.P.
File 021-314757
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2012 D
ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIO
File 021-171818
$0$0$0 (est.)
Certain persons named in Item 3 or Affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees, the amounts of which cannot be estimated at this time.
None listed on this filingEDGAR ↗

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 6 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 24, 2026, 7:53 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Orbis Institutional in the sources searched.

Not found in sources searched as of Oct 24, 2026, 7:53 AM 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; Harris County TX (HCAD ownership rolls 2007–2026) — 962,027 records, loaded Oct 24, 2026, 7:53 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, 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); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2007–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:53 AM ET; 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; 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 also 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 ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIOshared people, shared management entity, similar issuer namesHAMILTON, Bermuda (as filed: D0)Pooled Investment Fund1$71,236,2221$10,000,0002012–2012
EDGAR ↗OO ORBIS OPTIMAL GLOBAL FUND, L. P.shared people, shared management entity, similar issuer namesDOVER, DEPooled Investment Fund10$119,816,481
offering Indefinite · similar: $155,000–$5,250,000
29
similar: 4–27
$500,000
similar: $1,000–$100,000
2012–2026
EDGAR ↗OI ORBIS INTERNATIONAL EQUITY L.P.shared people, shared management entity, similar issuer namesDOVER, DEPooled Investment Fund10$352,261,052
offering Indefinite · similar: $155,000–$5,250,000
55
similar: 4–27
$500,000
similar: $1,000–$100,000
2012–2026
EDGAR ↗OI Orbis Institutional Global Equity L.P.shared people, shared management entity, similar issuer namesWILMINGTON, DEPooled Investment Fund10$1,676,640,953
offering Indefinite · similar: $155,000–$5,250,000
60
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2017–2026
EDGAR ↗OI Orbis Institutional International Equity L.P.shared people, shared management entity, similar issuer namesWILMINGTON, DEPooled Investment Fund9$1,483,854,511
offering Indefinite · similar: $155,000–$5,250,000
73
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗OU Orbis U.S. Opportunities, L.P.shared people, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$15,200,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$20,000,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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 15, 2026Orbis U.S. Opportunities, L.P.DPooled Investment FundIndefinite$15,200,000
EDGAR ↗Jul 14, 2026Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$1,164,350,740
EDGAR ↗Jul 14, 2026ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$290,709,593
EDGAR ↗Jul 14, 2026Orbis Institutional International Equity L.P.D/APooled Investment FundIndefinite$1,483,854,511
EDGAR ↗Jul 14, 2026ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$117,136,000
EDGAR ↗Jul 9, 2025ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$88,136,000
EDGAR ↗Jul 9, 2025ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$175,409,593
EDGAR ↗Jul 9, 2025Orbis Institutional International Equity L.P.D/APooled Investment FundIndefinite$1,182,138,023
EDGAR ↗Jul 9, 2025Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$1,159,350,740
EDGAR ↗Jun 28, 2024ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$62,886,000
EDGAR ↗Jun 28, 2024ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$93,959,593
EDGAR ↗Jun 28, 2024Orbis Institutional International Equity L.P.D/APooled Investment FundIndefinite$1,009,388,023
EDGAR ↗Jun 28, 2024Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$1,030,800,740
EDGAR ↗Jul 5, 2023ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$62,886,000
EDGAR ↗Jul 5, 2023ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$38,959,593
EDGAR ↗Jul 5, 2023Orbis Institutional International Equity L.P.D/APooled Investment FundIndefinite$865,938,023
EDGAR ↗Jul 5, 2023Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$1,019,800,740
EDGAR ↗Jun 23, 2022ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$62,886,000
EDGAR ↗Jun 23, 2022Orbis Institutional International Equity L.P.D/APooled Investment FundIndefinite$700,938,023
EDGAR ↗Jun 23, 2022Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$1,005,550,740
EDGAR ↗Jun 23, 2022ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$38,959,593
EDGAR ↗Jun 25, 2021ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$59,873,940
EDGAR ↗Jun 25, 2021ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$40,247,070
EDGAR ↗Jun 25, 2021Orbis Institutional International Equity L.P.D/APooled Investment FundIndefinite$790,803,102
EDGAR ↗Jun 25, 2021Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$1,676,640,953
EDGAR ↗Jun 19, 2020Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$1,390,926,268
EDGAR ↗Jun 19, 2020ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$57,873,940
EDGAR ↗Jun 19, 2020ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$39,280,932
EDGAR ↗Jun 19, 2020Orbis Institutional International Equity L.P.D/APooled Investment FundIndefinite$772,253,103
EDGAR ↗Jun 19, 2019ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$55,873,940
EDGAR ↗Jun 19, 2019ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$279,280,932
EDGAR ↗Jun 19, 2019Orbis Institutional International Equity L.P.D/APooled Investment FundIndefinite$752,203,103
EDGAR ↗Jun 19, 2019Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$1,047,500,695
EDGAR ↗Jun 18, 2018Orbis Institutional International Equity L.P.DPooled Investment FundIndefinite$350,000,000
EDGAR ↗Jun 18, 2018ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$119,816,481
EDGAR ↗Jun 18, 2018ORBIS INTERNATIONAL EQUITY L.P.D/APooled Investment FundIndefinite$352,261,052
EDGAR ↗Jun 13, 2018Orbis Institutional Global Equity L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗Jun 5, 2017Orbis Institutional Global Equity L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 13, 2012ORBIS OPTIMAL GLOBAL FUND, L. P.D/APooled Investment FundIndefinite$44,626,421
EDGAR ↗Jan 13, 2012ORBIS INTERNATIONAL EQUITY L.P.DPooled Investment FundIndefinite$6,323,455
EDGAR ↗Jan 13, 2012ORBIS INSTITUTIONAL SPC Ltd - ORBIS INSTITUTIONAL GLOBAL EQUITY FUND SEGREGATED PORTFOLIODPooled Investment FundIndefinite$71,236,222

Activity: 1 new offering 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 15, 2026. Industry history, as reported on each offering's latest filing: All 6 offerings reported: Pooled Investment Fund (2012–2026).

People across the group

NameRolesIssuers hereFirst → last listed
AC Alexander Charles CutlerExecutive Officer, Director, Promoter5Jan 13, 2012 → Jul 15, 2026
MG Matt GaarderDirector5Jun 5, 2017 → Jul 15, 2026
MF Matthew FurrDirector5Jun 25, 2021 → Jul 15, 2026
OI Orbis Investment Management Limited entityPromoter5Jan 13, 2012 → Jul 14, 2026
HG Hugh Edwin GillespieExecutive Officer, Director, Promoter5Jan 13, 2012 → Jun 19, 2020
JD James J. DorrExecutive Officer, Promoter, Director3Jan 13, 2012 → Jan 13, 2012
WG William B. GrayExecutive Officer, Director, Promoter3Jan 13, 2012 → Jan 13, 2012
OA Orbis Asset Management Limited entityExecutive Officer2Jan 13, 2012 → Jul 14, 2026
GG Geoffrey M. GardnerDirector, Promoter2Jan 13, 2012 → Jan 13, 2012
OA Orbis Administration Limited entityPromoter2Jan 13, 2012 → Jan 13, 2012
CB Craig T. BodenstabDirector, Promoter2Jan 13, 2012 → Jan 13, 2012
OI Orbis Investment Management U.S., L.P. entityPromoter1Jul 15, 2026 → Jul 15, 2026
OU Orbis U.S. Opportunities GP Limited entityExecutive Officer1Jul 15, 2026 → Jul 15, 2026
OI Orbis Institutional International Equity GP Limited entityExecutive Officer1Jun 18, 2018 → Jul 14, 2026
OI Orbis Institutional Global Equity GP Limited entityExecutive Officer1Jun 19, 2019 → Jul 14, 2026
JC John CollisDirector1Jan 13, 2012 → Jan 13, 2012
BO B. Orbis Investment Advisory Limited entityPromoter1Jan 13, 2012 → Jan 13, 2012
AG Allan W. B. GrayDirector1Jan 13, 2012 → Jan 13, 2012

Adviser registration (Form ADV)

ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Feb 19, 2019 · SEC file 801-114700 · Main office: SAN FRANCISCO, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $405,417,417 as reported on Form ADV filed Mar 25, 2026 (Item 5.F(2)(c)) · 1 accounts (Item 5.F(2)(f))

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

Item 11 disclosure questions as answered on Form ADV filed Mar 25, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • 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(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?”
  • No — 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?”
  • 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 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — 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 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 (CA) · 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, 8:36 PM ET

ORBIS INVESTMENT MANAGEMENT LIMITED — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Mar 26, 2012 · SEC file 802-74861 · Main office: HAMILTON · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

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

Item 11 disclosure questions as answered on Form ADV filed Mar 25, 2026: 1 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 — 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 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(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?”
  • No — 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?”
  • 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 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — 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 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(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, no state to compare, issuer filed in DE · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

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Other offering types (Regulation A and Regulation Crowdfunding)

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