PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:40 AM ET

Sponsor Check › Sponsor group

Reverence

53 issuers linked to one sponsor · NEW YORK, NY

Grouped because: 6 shared people, 15 shared management entities, same business address (29 issuers), similar issuer names (41) (automatic match from the filings) ·Not the same sponsor? Request a correction

53issuers
107Form D filings
$20,898,818,817total sold (sum of latest per issuer)
1,357investors (sum of max per issuer)
2009–2026active
9new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 8, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found so far in sources searched for 53 of 53 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: 53 of 53 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.

2. Regulatory actions

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.

3. Bankruptcies

None found so far in sources searched for 53 of 53 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: 53 of 53 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.

4. Differences between public sources

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 only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5. Money to insiders and sales commissions

11 of 59 offerings report sales commissions totalling $118,232,000; 3 report finder's fees totalling $120,000; 1 reports proceeds to related persons totalling $1,200,000. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Oct 8, 2026 D/A
File 021-522652
$106,000$0$0
The Management Company will receive a fee for management services.
AZR Capital Limited no CRD number reported
CAIS Capital LLC BrokerCheck CRD 154512 ↗
JRREC, Inc. no CRD number reported
EDGAR ↗Oct 8, 2026 D/A
File 021-522653
$106,000$0$0
The Management Company will receive a fee for management services.
AZR Capital Limited no CRD number reported
CAIS Capital LLC BrokerCheck CRD 154512 ↗
JRREC, Inc. no CRD number reported
EDGAR ↗Sep 29, 2026 D/A
File 021-522655
$0$0$0
The Management Company will receive a fee for management services.
AZR Capital Limited no CRD number reported
CAIS Capital LLC BrokerCheck CRD 154512 ↗
JRREC, Inc. no CRD number reported
EDGAR ↗Aug 26, 2026 D
File 021-595345
$0$0$0None listed on this filing
EDGAR ↗Jul 31, 2026 D
File 021-592751
$0$0$0None listed on this filing
EDGAR ↗Jul 8, 2026 D
File 021-589964
$0$0$0None listed on this filing
EDGAR ↗Jun 16, 2026 D/A
File 021-549050
$0 (est.)$40,000 (est.)$0
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, as more fully set forth in the Issuer's organizational documents.
AZR CAPITAL no CRD number reported
JASMIN CAPITAL no CRD number reported
ABG, LLC BrokerCheck CRD 167190 ↗
ALTIS FINANCIAL SERVICES INC. no CRD number reported
ASCENT CAPITAL ADVISORS LIMITED no CRD number reported
STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗
EDGAR ↗Jun 16, 2026 D/A
File 021-549049
$0 (est.)$40,000 (est.)$0
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, as more fully set forth in the Issuer's organizational documents.
AZR CAPITAL no CRD number reported
JASMIN CAPITAL no CRD number reported
ABG, LLC BrokerCheck CRD 167190 ↗
ALTIS FINANCIAL SERVICES INC. no CRD number reported
ASCENT CAPITAL ADVISORS LIMITED no CRD number reported
STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗
EDGAR ↗Jun 16, 2026 D/A
File 021-549047
$0 (est.)$40,000 (est.)$0
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, as more fully set forth in the Issuer's organizational documents.
AZR CAPITAL no CRD number reported
JASMIN CAPITAL no CRD number reported
ABG, LLC BrokerCheck CRD 167190 ↗
ALTIS FINANCIAL SERVICES INC. no CRD number reported
ASCENT CAPITAL ADVISORS LIMITED no CRD number reported
STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗
EDGAR ↗Jun 5, 2026 D
File 021-586399
$0$0$0
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Apr 24, 2026 D
File 021-581745
$0 (est.)$0 (est.)$0 (est.)
The GP is entitled to a carried interest and the Manager is entitled to a management fee, as more fully set forth in the Issuer's organizational documents.
JEFFERIES LLC BrokerCheck CRD 2347 ↗
EDGAR ↗Apr 21, 2026 D
File 021-581271
$0$0$0None listed on this filing
EDGAR ↗Mar 18, 2026 D/A
File 021-475981
$0$0$0 (est.)AZR Capital Limited no CRD number reported
Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗
CAIS Capital LLC BrokerCheck CRD 154512 ↗
EDGAR ↗Mar 18, 2026 D/A
File 021-475982
$0 (est.)$0 (est.)$0 (est.)AZR Capital Limited no CRD number reported
Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗
CAIS Capital LLC BrokerCheck CRD 154512 ↗
EDGAR ↗Feb 11, 2026 D
File 021-573304
$0$0$0None listed on this filing
EDGAR ↗Oct 31, 2025 D
File 021-562694
$0$0$0
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, eas more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Oct 28, 2025 D
File 021-562300
$0$0$0None listed on this filing
EDGAR ↗Aug 8, 2025 D
File 021-554127
$0$0$0None listed on this filing
EDGAR ↗Oct 30, 2024 D
File 021-528217
$0$0$0
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Sep 17, 2024 D
File 021-524285
$0$0$0None listed on this filing
EDGAR ↗Jun 14, 2024 D
File 021-516072
$0$0$0
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Jun 11, 2024 D
File 021-515637
$0$0$0
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuers' organizational documents.
None listed on this filing
EDGAR ↗Mar 13, 2024 D
File 021-507429
$0$0$0
The GP is entitled to a carried interest and the Manager is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Jul 6, 2023 D
File 021-486112
$0$0$0 (est.)
The GP is entitled to carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Mar 3, 2023 D/A
File 021-417027
$0 (est.)$0 (est.)$0 (est.)
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
ASCENT CAPITAL ADVISORS LIMITED no CRD number reported
ALTIS FINANCIAL SERVICES INC. no CRD number reported
BURY STREET CAPITAL LIMITED no CRD number reported
EDGAR ↗Mar 3, 2023 D/A
File 021-417026
$0 (est.)$0 (est.)$0 (est.)
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
ASCENT CAPITAL ADVISORS LIMITED no CRD number reported
ALTIS FINANCIAL SERVICES INC. no CRD number reported
BURY STREET CAPITAL LIMITED no CRD number reported
EDGAR ↗Mar 3, 2023 D/A
File 021-417023
$0 (est.)$0 (est.)$0 (est.)
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
ASCENT CAPITAL ADVISORS LIMITED no CRD number reported
ALTIS FINANCIAL SERVICES INC. no CRD number reported
BURY STREET CAPITAL LIMITED no CRD number reported
EDGAR ↗Aug 22, 2022 D
File 021-456416
$0$0$0None listed on this filing
EDGAR ↗Feb 22, 2022 D
File 021-434463
$0$0$0 (est.)None listed on this filing
EDGAR ↗Dec 7, 2021 D
File 021-424021
$0$0$0 (est.)
The GP is entitled to carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuers' organizational documents.
None listed on this filing
EDGAR ↗Nov 12, 2021 D
File 021-420877
$0$0$0None listed on this filing
EDGAR ↗Oct 14, 2021 D
File 021-417024
$0$0$0 (est.)
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Sep 10, 2021 D/A
File 021-375262
$0$0$0 (est.)
The General Partner is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Sep 10, 2021 D/A
File 021-375261
$0$0$0 (est.)
The General Partner is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Feb 16, 2021 D
File 021-389580
$0$0$0 (est.)
The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuers' organizational documents.
None listed on this filing
EDGAR ↗Oct 26, 2020 D
File 021-378803
$0$0$0 (est.)
The GP or its affiliate is entitled to an incentive allocation and the Management Company is entitled to a management fee, each as more fully set forth in theIssuer's organizational documents.
None listed on this filing
EDGAR ↗Jul 6, 2020 D
File 021-370221
$0$0$0 (est.)
The GP is entitled to an incentive allocation and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents.
None listed on this filing
EDGAR ↗Jan 29, 2020 D
File 021-359263
$0$0$0None listed on this filing
EDGAR ↗Jan 22, 2020 D
File 021-358669
$10,000 (est.)$0$0
An affiliate of the GP will receive a customary management fee as more fully set forth in the Issuer's constitutive documents.
Ascent Capital Advisors Limited no CRD number reported
EDGAR ↗Oct 22, 2019 D
File 021-351566
$0$0$0None listed on this filing
EDGAR ↗Sep 25, 2019 D
File 021-349599
$0$0$0
An affiliate of the GP will receive a customary management fee as more fully set forth in the Issuer's constitutive documents.
None listed on this filing
EDGAR ↗Sep 6, 2019 D/A
File 021-300373
$7,000,000 (est.)$0$0
An affiliate of the general partner will receive a customary management fee based on a percentage of capital commitments during investment period, and thereafter based on invested capital, as more fully set forth in Issuer's organizational documents.
Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗
Ascent Capital Advisors Limited no CRD number reported
Pinegrove Capital Ltd. no CRD number reported
EDGAR ↗Sep 6, 2019 D/A
File 021-300375
$7,000,000 (est.)$0$0
An affiliate of the general partner will receive a customary management fee based on a percentage of capital commitments during investment period, and thereafter based on invested capital, as more fully set forth in Issuer's organizational documents.
Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗
Ascent Capital Advisors Limited no CRD number reported
Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗
Pinegrove Capital Ltd. no CRD number reported
EDGAR ↗Sep 6, 2019 D/A
File 021-300377
$7,000,000 (est.)$0$0
An affiliate of the general partner will receive a customary management fee based on a percentage of capital commitments during investment period, and thereafter based on invested capital, as more fully set forth in Issuer's organizational documents.
Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗
Ascent Capital Advisors Limited no CRD number reported
Pinegrove Capital Ltd. no CRD number reported
EDGAR ↗Sep 6, 2019 D
File 021-348222
$7,000,000 (est.)$0$0
An affiliate of the general partner will receive a customary management fee based on a percentage of capital commitments during investment period, and thereafter based on invested capital, as more fully set forth in Issuer's organizational documents.
Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗
Ascent Capital Advisors Limited no CRD number reported
Pinegrove Capital Ltd. no CRD number reported
EDGAR ↗Jun 28, 2019 D
File 021-343123
$0$0$0None listed on this filing
EDGAR ↗Jun 21, 2019 D
File 021-342454
$10,000 (est.)$0$0
An affiliate of the GP will receive a customary management fee as more fully set forth in the Issuer's constitutive documents.
Ascent Capital Advisors Limited no CRD number reported
EDGAR ↗Apr 12, 2019 D
File 021-337160
$0$0$0
An affiliate of the GP will receive a customary management fee as more fully set forth in the Issuer's constitutive documents.
None listed on this filing
EDGAR ↗Jun 15, 2018 D
File 021-314684
$0$0$0None listed on this filing
EDGAR ↗Mar 28, 2018 D
File 021-308839
$0$0$0None listed on this filing
EDGAR ↗Mar 16, 2018 D/A
File 021-307792
$0$0$0None listed on this filing
EDGAR ↗Oct 18, 2016 D/A
File 021-226073
$30,000,000 (est.)$0$0Ascent Capital Advisors Limited no CRD number reported
Firerush Ventures No. 3 LP no CRD number reported
BTIG, LLC BrokerCheck CRD 122225 ↗
Hycroft LLP no CRD number reported
via North Sea Securities, L.P. (CRD 35530 ↗)

Moravia Capital AG no CRD number reported
Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗
BW Albatross Invest Gmbh no CRD number reported
Penserra Securities, LLC BrokerCheck CRD 145994 ↗
Consensus Natural Resources, LLC no CRD number reported
EDGAR ↗Oct 18, 2016 D/A
File 021-226076
$30,000,000 (est.)$0$0Ascent Capital Advisors Limited no CRD number reported
Firerush Ventures No. 3 LP no CRD number reported
BTIG, LLC BrokerCheck CRD 122225 ↗
Hycroft LLP no CRD number reported
via North Sea Securities, L.P. (CRD 35530 ↗)

Moravia Capital AG no CRD number reported
Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗
BW Albatross Invest Gmbh no CRD number reported
Penserra Securities, LLC BrokerCheck CRD 145994 ↗
Consensus Natural Resources, LLC no CRD number reported
EDGAR ↗Oct 18, 2016 D/A
File 021-226077
$30,000,000 (est.)$0$0Ascent Capital Advisors Limited no CRD number reported
Firerush Ventures No. 3 LP no CRD number reported
BTIG, LLC BrokerCheck CRD 122225 ↗
Hycroft LLP no CRD number reported
via North Sea Securities, L.P. (CRD 35530 ↗)

Moravia Capital AG no CRD number reported
Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗
BW Albatross Invest Gmbh no CRD number reported
Penserra Securities, LLC BrokerCheck CRD 145994 ↗
Consensus Natural Resources, LLC no CRD number reported
EDGAR ↗Sep 1, 2016 D
File 021-269995
$0$0$0None listed on this filing
EDGAR ↗Jan 7, 2016 D
File 021-254693
$0$0$0None listed on this filing
EDGAR ↗Jun 12, 2015 D
File 021-241676
$0$0$0None listed on this filing
EDGAR ↗Apr 30, 2014 D
File 021-216563
$0$0$0None listed on this filing
EDGAR ↗Jul 17, 2009 D
File 021-132875
$0$0$1,200,000 (est.)
This represents three years of annual salary for the Chief Executive Officer. However, the salary may be increased and/or the period of employment may last longer than three years.
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 53 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 lookups queued

0 recorded documents and 0 ownership records matched to Reverence 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: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:40 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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 ↗PALLADIAN FINANCIAL HOLDINGS, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressCHICAGO, ILOther Banking and Financial Services1$267,868
offering Indefinite · similar: $2,144,500–$20,220,000
4
similar: 2–24
$1,602
similar: $10,000–$100,000
2009–2009
EDGAR ↗RCP Lake Co-Invest, L.P.shared peopleNEW YORK, NYPooled Investment Fund1$83,450,000
offering Indefinite · similar: $155,000–$5,250,000
36
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2014
EDGAR ↗Reverence Capital Partners Opportunities Fund I (AI), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund6$3,685,006
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2016
EDGAR ↗Reverence Capital Partners Opportunities Fund I, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund6$228,405,456
offering Indefinite · similar: $155,000–$5,250,000
86
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2016
EDGAR ↗Reverence Capital Partners Opportunities Fund I (Cayman), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund6$189,072,794
offering Indefinite · similar: $155,000–$5,250,000
30
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2016
EDGAR ↗RCP Kicker Co-Invest, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗RCP Emerald Co-Invest, L.P.shared people, same business addressNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗RCP Dakota Co-Invest, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗Reverence Capital Partners Opportunities Fund II (Cayman), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$1,119,093,327
offering $1,200,000,000 · similar: $155,000–$5,250,000
92
similar: 4–27
$200,000
similar: $1,000–$100,000
2017–2019
EDGAR ↗Reverence Capital Partners Opportunities Fund II (AI), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$1,119,093,327
offering $1,200,000,000 · similar: $155,000–$5,250,000
7
similar: 4–27
$50,000
similar: $1,000–$100,000
2017–2019
EDGAR ↗Reverence Capital Partners Opportunities Fund II, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$1,119,093,327
offering $1,200,000,000 · similar: $155,000–$5,250,000
155
similar: 4–27
$25,000
similar: $1,000–$100,000
2017–2019
EDGAR ↗RCP Card Co-Invest, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$6,660,000
offering $6,660,000 · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗Reverence Card Co-Invest, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$52,904,876
offering $52,904,876 · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗RCP Indigo Co-Invest, L.P.shared people, shared management entity, same business addressNEW YORK, NYPooled Investment Fund1$18,020,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗RCP Vega Co-Invest, L.P.shared people, shared management entity, same business addressNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗RCP Artemis Co-Invest, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗AG Artemis Holdings, L.P.shared people, similar issuer namesNEW YORK, NYOther Banking and Financial Services7$48,433,000
offering Indefinite · similar: $2,144,500–$20,220,000
344
similar: 2–24
No minimum reported
similar: $10,000–$100,000
2019–2026
EDGAR ↗Reverence Capital Partners Opportunities Fund II (Parallel), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$1,119,093,327
offering $1,200,000,000 · similar: $155,000–$5,250,000
6
similar: 4–27
$1,500,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗RCP Lynx Co-Invest, L.P.shared people, shared management entity, same business addressNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗RCP Harvest Co-Invest, L.P.shared people, shared management entity, same business addressNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗RCP CUSTOMIZED CREDIT FUND (FUND IV), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (OFFSHORE) (FUND III), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$227,075,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2021
EDGAR ↗REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (FUND III), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund2$227,075,000
offering Indefinite · similar: $155,000–$5,250,000
24
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2021
EDGAR ↗RCP CUSTOMIZED CREDIT FUND (FUND IV-A), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗RCP ZEBRA CO-INVEST A, L.P.shared people, shared management entity, same business addressNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (AI) (PE FUND III), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$1,618,840,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-A (PE FUND III), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$1,618,840,000
offering Indefinite · similar: $155,000–$5,250,000
70
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund3$1,618,840,000
offering Indefinite · similar: $155,000–$5,250,000
122
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (FOO) (PE FUND III), L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗Allspring Group Holdings LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressCHICAGO, ILInvesting1$1,116,200,000
offering Indefinite · similar: $763,000–$10,000,000
64
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2021–2021
EDGAR ↗RCP MB INVESTMENTS A, L.P.shared peopleNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) CO-INVEST, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund4$246,382,750
offering Indefinite · similar: $155,000–$5,250,000
16
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2026
EDGAR ↗REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund4$246,382,750
offering Indefinite · similar: $155,000–$5,250,000
16
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2026
EDGAR ↗REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-C1 (PE FUND III), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗RCP BENJAMIN CO-INVEST, L.P.shared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled 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 ↗RCP Sun Co-Invest A LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled 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 ↗RCP Sun Investments LPshared people, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled 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 ↗Reverence Capital Partners Real Estate Solutions Fund I (Fund VII), L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund4$43,850,000
offering Indefinite · similar: $155,000–$5,250,000
25
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2026
EDGAR ↗Reverence Capital Partners Real Estate Solutions Fund I (TE) (Fund VII), L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund4$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2026
EDGAR ↗Reverence Capital Partners Real Estate Solutions Fund I (Non-US) (Fund VII), L.P.shared people, shared management entity, similar issuer namesNew York, NYPooled Investment Fund4$3,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2026
EDGAR ↗RCP Collins Co-Invest LPshared people, same business addressNEW YORK, NYPooled 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 ↗REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV-A (FUND VIII), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$2,887,995,000
offering Indefinite · similar: $155,000–$5,250,000
70
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2026
EDGAR ↗REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (FUND VIII), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$2,887,995,000
offering Indefinite · similar: $155,000–$5,250,000
122
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2026
EDGAR ↗REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (AI) (FUND VIII), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$2,887,995,000
offering Indefinite · similar: $155,000–$5,250,000
13
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2026
EDGAR ↗Woodruff Opportunities Fund, LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (FOO) (FUND VIII), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$120,000,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗Reverence Mesa Co-Invest PE Fund IV, LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$100,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗Reverence Capital Partners PE Ops IV (Co-Invest 1), L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$15,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗Reverence Capital Partners Olympus CV LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗RCP Yukon Co-Invest A LPshared peopleNEW YORK, NYPooled 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 ↗Reverence Rio Co-Invest, LPshared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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 ↗Reverence IV Oryx Co-Investment, L.P.shared people, shared management entity, similar issuer namesNEW YORK, NYPooled 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

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); Pooled Investment Fund / 506(b) (83,801 filings); Investing / 506(b) (2,521 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 ↗Oct 8, 2026Reverence Capital Partners Real Estate Solutions Fund I (Non-US) (Fund VII), L.P.D/APooled Investment FundIndefinite$3,000,000
EDGAR ↗Oct 8, 2026Reverence Capital Partners Real Estate Solutions Fund I (Fund VII), L.P.D/APooled Investment FundIndefinite$43,850,000
EDGAR ↗Sep 29, 2026Reverence Capital Partners Real Estate Solutions Fund I (TE) (Fund VII), L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗Aug 26, 2026AG Artemis Holdings, L.P.DOther Banking and Financial ServicesIndefinite$48,433,000
EDGAR ↗Jul 31, 2026Reverence IV Oryx Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 8, 2026Reverence Rio Co-Invest, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jun 16, 2026REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (AI) (FUND VIII), L.P.D/APooled Investment FundIndefinite$2,887,995,000
EDGAR ↗Jun 16, 2026REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (FUND VIII), L.P.D/APooled Investment FundIndefinite$2,887,995,000
EDGAR ↗Jun 16, 2026REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV-A (FUND VIII), L.P.D/APooled Investment FundIndefinite$2,887,995,000
EDGAR ↗Jun 5, 2026RCP Yukon Co-Invest A LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 24, 2026Reverence Capital Partners Olympus CV LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 21, 2026Reverence Capital Partners PE Ops IV (Co-Invest 1), L.P.DPooled Investment FundIndefinite$15,000,000
EDGAR ↗Mar 18, 2026REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P.D/APooled Investment FundIndefinite$209,445,250
EDGAR ↗Mar 18, 2026REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P.D/APooled Investment FundIndefinite$209,445,250
EDGAR ↗Feb 11, 2026Reverence Mesa Co-Invest PE Fund IV, LPDPooled Investment FundIndefinite$100,000,000
EDGAR ↗Oct 31, 2025REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (FOO) (FUND VIII), L.P.DPooled Investment FundIndefinite$120,000,000
EDGAR ↗Oct 28, 2025Woodruff Opportunities Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Oct 14, 2025Reverence Capital Partners Real Estate Solutions Fund I (TE) (Fund VII), L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗Oct 14, 2025Reverence Capital Partners Real Estate Solutions Fund I (Non-US) (Fund VII), L.P.D/APooled Investment FundIndefinite$3,000,000
EDGAR ↗Oct 14, 2025Reverence Capital Partners Real Estate Solutions Fund I (Fund VII), L.P.D/APooled Investment FundIndefinite$40,550,000
EDGAR ↗Aug 8, 2025AG Artemis Holdings, L.P.DOther Banking and Financial ServicesIndefinite$0
EDGAR ↗Jun 16, 2025REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (AI) (FUND VIII), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 16, 2025REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (FUND VIII), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 16, 2025REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV-A (FUND VIII), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 14, 2025REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P.D/APooled Investment FundIndefinite$246,382,750
EDGAR ↗Mar 14, 2025REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P.D/APooled Investment FundIndefinite$246,382,750
EDGAR ↗Oct 30, 2024RCP Collins Co-Invest LPDPooled Investment FundIndefinite$0
EDGAR ↗Oct 10, 2024Reverence Capital Partners Real Estate Solutions Fund I (TE) (Fund VII), L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗Oct 10, 2024Reverence Capital Partners Real Estate Solutions Fund I (Non-US) (Fund VII), L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗Oct 10, 2024Reverence Capital Partners Real Estate Solutions Fund I (Fund VII), L.P.D/APooled Investment FundIndefinite$0
EDGAR ↗Sep 17, 2024AG Artemis Holdings, L.P.DOther Banking and Financial ServicesIndefinite$0
EDGAR ↗Aug 28, 2024Reverence Capital Partners Real Estate Solutions Fund I (TE) (Fund VII), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 28, 2024Reverence Capital Partners Real Estate Solutions Fund I (Non-US) (Fund VII), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 28, 2024Reverence Capital Partners Real Estate Solutions Fund I (Fund VII), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 14, 2024RCP Sun Investments LPDPooled Investment FundIndefinite$0
EDGAR ↗Jun 11, 2024RCP Sun Co-Invest A LPDPooled Investment FundIndefinite$0
EDGAR ↗Mar 15, 2024REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P.D/APooled Investment FundIndefinite$135,350,250
EDGAR ↗Mar 15, 2024REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P.D/APooled Investment FundIndefinite$135,350,250
EDGAR ↗Mar 13, 2024RCP BENJAMIN CO-INVEST, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2023REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-C1 (PE FUND III), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 15, 2023REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 15, 2023REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 3, 2023REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (AI) (PE FUND III), L.P.D/APooled Investment FundIndefinite$1,618,840,000
EDGAR ↗Mar 3, 2023REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-A (PE FUND III), L.P.D/APooled Investment FundIndefinite$1,618,840,000
EDGAR ↗Mar 3, 2023REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P.D/APooled Investment FundIndefinite$1,618,840,000
EDGAR ↗Aug 22, 2022AG Artemis Holdings, L.P.DOther Banking and Financial ServicesIndefinite$0
EDGAR ↗Mar 3, 2022REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P.D/APooled Investment FundIndefinite$1,142,950,000
EDGAR ↗Mar 3, 2022REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-A (PE FUND III), L.P.D/APooled Investment FundIndefinite$1,142,950,000
EDGAR ↗Mar 3, 2022REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (AI) (PE FUND III), L.P.D/APooled Investment FundIndefinite$1,142,950,000
EDGAR ↗Feb 22, 2022REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) CO-INVEST, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 7, 2021RCP MB INVESTMENTS A, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 12, 2021Allspring Group Holdings LLCDInvestingIndefinite$1,116,200,000
EDGAR ↗Oct 14, 2021REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (AI) (PE FUND III), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 14, 2021REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 14, 2021REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (FOO) (PE FUND III), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 14, 2021REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-A (PE FUND III), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 10, 2021REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (FUND III), L.P.D/APooled Investment FundIndefinite$227,075,000
EDGAR ↗Sep 10, 2021REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (OFFSHORE) (FUND III), L.P.D/APooled Investment FundIndefinite$227,075,000
EDGAR ↗Feb 16, 2021RCP ZEBRA CO-INVEST A, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 26, 2020RCP CUSTOMIZED CREDIT FUND (FUND IV-A), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 10, 2020REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (FUND III), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 10, 2020REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (OFFSHORE) (FUND III), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2020RCP CUSTOMIZED CREDIT FUND (FUND IV), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 29, 2020AG Artemis Holdings, L.P.DOther Banking and Financial ServicesIndefinite$0
EDGAR ↗Jan 22, 2020RCP Harvest Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 22, 2019AG Artemis Holdings, L.P.DOther Banking and Financial ServicesIndefinite$0
EDGAR ↗Sep 25, 2019RCP Lynx Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 6, 2019Reverence Capital Partners Opportunities Fund II (Parallel), L.P.DPooled Investment Fund$1,200,000,000$1,119,093,327
EDGAR ↗Sep 6, 2019Reverence Capital Partners Opportunities Fund II, L.P.D/APooled Investment Fund$1,200,000,000$1,119,093,327
EDGAR ↗Sep 6, 2019Reverence Capital Partners Opportunities Fund II (AI), L.P.D/APooled Investment Fund$1,200,000,000$1,119,093,327
EDGAR ↗Sep 6, 2019Reverence Capital Partners Opportunities Fund II (Cayman), L.P.D/APooled Investment Fund$1,200,000,000$1,119,093,327
EDGAR ↗Jun 28, 2019AG Artemis Holdings, L.P.DOther Banking and Financial ServicesIndefinite$0
EDGAR ↗Jun 21, 2019RCP Artemis Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 12, 2019RCP Vega Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 7, 2018Reverence Capital Partners Opportunities Fund II (Cayman), L.P.D/APooled Investment Fund$1,000,000,000$629,050,000
EDGAR ↗Dec 7, 2018Reverence Capital Partners Opportunities Fund II, L.P.D/APooled Investment Fund$1,000,000,000$629,050,000
EDGAR ↗Dec 7, 2018Reverence Capital Partners Opportunities Fund II (AI), L.P.D/APooled Investment Fund$1,000,000,000$629,050,000
EDGAR ↗Jun 15, 2018RCP Indigo Co-Invest, L.P.DPooled Investment FundIndefinite$18,020,000
EDGAR ↗Mar 28, 2018Reverence Card Co-Invest, L.P.DPooled Investment Fund$52,904,876$52,904,876
EDGAR ↗Mar 16, 2018RCP Card Co-Invest, L.P.D/APooled Investment Fund$6,660,000$6,660,000
EDGAR ↗Mar 15, 2018RCP Card Co-Invest, L.P.DPooled Investment Fund$6,660,000$6,660,000
EDGAR ↗Dec 8, 2017Reverence Capital Partners Opportunities Fund II (Cayman), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 8, 2017Reverence Capital Partners Opportunities Fund II (AI), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 8, 2017Reverence Capital Partners Opportunities Fund II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 18, 2016Reverence Capital Partners Opportunities Fund I (Cayman), L.P.D/APooled Investment FundIndefinite$189,072,794
EDGAR ↗Oct 18, 2016Reverence Capital Partners Opportunities Fund I, L.P.D/APooled Investment FundIndefinite$228,405,456
EDGAR ↗Oct 18, 2016Reverence Capital Partners Opportunities Fund I (AI), L.P.D/APooled Investment FundIndefinite$3,636,015
EDGAR ↗Sep 1, 2016RCP Dakota Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 1, 2016Reverence Capital Partners Opportunities Fund I (AI), L.P.D/APooled Investment FundIndefinite$3,659,627
EDGAR ↗Aug 1, 2016Reverence Capital Partners Opportunities Fund I (Cayman), L.P.D/APooled Investment FundIndefinite$117,430,960
EDGAR ↗Aug 1, 2016Reverence Capital Partners Opportunities Fund I, L.P.D/APooled Investment FundIndefinite$223,398,678
EDGAR ↗Jul 1, 2016Reverence Capital Partners Opportunities Fund I (Cayman), L.P.D/APooled Investment FundIndefinite$117,430,960
EDGAR ↗Jul 1, 2016Reverence Capital Partners Opportunities Fund I (AI), L.P.D/APooled Investment FundIndefinite$3,659,627
EDGAR ↗Jul 1, 2016Reverence Capital Partners Opportunities Fund I, L.P.D/APooled Investment FundIndefinite$223,398,678
EDGAR ↗Apr 4, 2016Reverence Capital Partners Opportunities Fund I (Cayman), L.P.D/APooled Investment FundIndefinite$110,387,606
EDGAR ↗Apr 4, 2016Reverence Capital Partners Opportunities Fund I (AI), L.P.D/APooled Investment FundIndefinite$3,685,006
EDGAR ↗Apr 4, 2016Reverence Capital Partners Opportunities Fund I, L.P.D/APooled Investment FundIndefinite$201,916,653
EDGAR ↗Jan 7, 2016RCP Emerald Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 8, 2015Reverence Capital Partners Opportunities Fund I, L.P.D/APooled Investment FundIndefinite$201,916,653
EDGAR ↗Oct 8, 2015Reverence Capital Partners Opportunities Fund I (Cayman), L.P.D/APooled Investment FundIndefinite$110,387,606
EDGAR ↗Oct 8, 2015Reverence Capital Partners Opportunities Fund I (AI), L.P.D/APooled Investment FundIndefinite$3,685,006
EDGAR ↗Jun 12, 2015RCP Kicker Co-Invest, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 8, 2014Reverence Capital Partners Opportunities Fund I (AI), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 8, 2014Reverence Capital Partners Opportunities Fund I (Cayman), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 8, 2014Reverence Capital Partners Opportunities Fund I, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 30, 2014RCP Lake Co-Invest, L.P.DPooled Investment FundIndefinite$83,450,000
EDGAR ↗Jul 17, 2009PALLADIAN FINANCIAL HOLDINGS, LLCDOther Banking and Financial ServicesIndefinite$267,868

Activity: 9 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 8, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other Banking and Financial Services (2009), Pooled Investment Fund (2014–2019), Other Banking and Financial Services (2019), Pooled Investment Fund (2019), Other Banking and Financial Services (2019), Pooled Investment Fund (2020), Other Banking and Financial Services (2020), Pooled Investment Fund (2020–2021), Investing (2021), Pooled Investment Fund (2021–2022), Other Banking and Financial Services (2022), Pooled Investment Fund (2023–2024), Other Banking and Financial Services (2024), Pooled Investment Fund (2024–2025), Other Banking and Financial Services (2025), Pooled Investment Fund (2025–2026). Latest offering: Other Banking and Financial Services (Aug 26, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
Milton R. BerlinskiExecutive Officer, Director, Promoter50Apr 30, 2014 → Oct 8, 2026
PETER C. ABERGExecutive Officer, Director, Promoter49Apr 30, 2014 → Aug 26, 2026
ALEXANDER A. CHULACKExecutive Officer, Director, Promoter47Apr 30, 2014 → Jul 31, 2026
RCP GenPar HoldCo LLC entityExecutive Officer13Oct 8, 2014 → Feb 16, 2021
RCP GenPar LP entityExecutive Officer13Oct 8, 2014 → Feb 16, 2021
RCP Opp Fund II GP, L.P. entityExecutive Officer10Dec 8, 2017 → Feb 16, 2021
RCP PE FUND IV (FUND VIII) GP LLC entityExecutive Officer, Promoter8Jun 16, 2025 → Jul 31, 2026
REVERENCE CAPITAL PARTNERS, L.P. entityExecutive Officer7Jun 12, 2015 → Jul 8, 2026
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, L.P. entityExecutive Officer6Oct 14, 2021 → Jul 6, 2023
JEFFREY VERSCHLEISERExecutive Officer4Jul 6, 2020 → Oct 26, 2020
Reverence Capital Partners Real Estate, LLC entityExecutive Officer3Aug 28, 2024 → Oct 8, 2026
RREP GP Holdings, LLC entityExecutive Officer3Aug 28, 2024 → Oct 8, 2026
Reverence Capital Partners Real Estate Solutions Fund I (Fund VII) GP, LLC entityExecutive Officer3Aug 28, 2024 → Oct 8, 2026
RCP Opp Fund I GP, L.P. entityExecutive Officer3Oct 8, 2014 → Oct 18, 2016
REVERENCE CAPITAL PARTNERS CREDIT III (FUND VI) GP, L.P. entityExecutive Officer, Promoter2Mar 15, 2023 → Mar 18, 2026
RCP Sun Co-Invest GP LLC entityExecutive Officer2Jun 11, 2024 → Jun 14, 2024
COLLIN E. ROCHEDirector2Jul 17, 2009 → Nov 12, 2021
Michael Staren HollanderDirector, Executive Officer2Jul 17, 2009 → Nov 12, 2021
REVERENCE CAPITAL PARTNERS CREDIT (FUND III) GP, L.P. entityExecutive Officer2Sep 10, 2020 → Sep 10, 2021
RCP CUSTOMIZED CREDIT FUND (FUND IV) GP, L.P. entityExecutive Officer2Jul 6, 2020 → Oct 26, 2020
RCP Card Co-Invest GP, LLC entityExecutive Officer2Mar 15, 2018 → Mar 28, 2018
Valerie G. BrownDirector1Aug 22, 2022 → Aug 26, 2026
Robert MatzaDirector1Aug 22, 2022 → Aug 26, 2026
Jamie PriceExecutive Officer, Director1Aug 22, 2022 → Aug 26, 2026
Alexander CombsDirector1Sep 17, 2024 → Aug 26, 2026
Tyler RossDirector1Aug 26, 2026 → Aug 26, 2026
Saumya BhavsarExecutive Officer1Aug 8, 2025 → Aug 26, 2026
Scott SeiffertExecutive Officer1Aug 26, 2026 → Aug 26, 2026
REVERENCE RIO CO-INVEST GP, LLC entityExecutive Officer1Jul 8, 2026 → Jul 8, 2026
RCP Yukon Co-Invest GP LLC entityExecutive Officer1Jun 5, 2026 → Jun 5, 2026
RCP OLYMPUS CV GP LP entityPromoter1Apr 24, 2026 → Apr 24, 2026
MIILTON R. BERLINSKIExecutive Officer1Apr 21, 2026 → Apr 21, 2026
WOODRUFF OPPORTUNITIES FUND GP LLC entityExecutive Officer1Oct 28, 2025 → Oct 28, 2025
Rebecca AlcalayDirector1Aug 22, 2022 → Aug 8, 2025
Kristen BrittExecutive Officer1Aug 8, 2025 → Aug 8, 2025
RCP COLLINS CO-INVEST GP LLC entityExecutive Officer1Oct 30, 2024 → Oct 30, 2024
Nina McKennaExecutive Officer1Sep 17, 2024 → Sep 17, 2024
Jon FrojenExecutive Officer1Aug 22, 2022 → Sep 17, 2024
RCP BENJAMIN CO-INVEST GP LLC entityExecutive Officer1Mar 13, 2024 → Mar 13, 2024
REVERENCE CAPITAL PARTNERS OPPORTUNITY FUND V (PE FUND III) GP, LLC entityExecutive Officer1Jul 6, 2023 → Jul 6, 2023
MILTON R. BERLINKSIExecutive Officer1Jul 6, 2023 → Jul 6, 2023
Alex CombsDirector1Aug 22, 2022 → Aug 22, 2022
RCP ZEBRA CO-INVEST GP LLC entityExecutive Officer1Feb 16, 2021 → Feb 16, 2021
Todd HaskinsExecutive Officer1Jun 28, 2019 → Jan 29, 2020
RCP Harvest Co-Invest GP LLC entityExecutive Officer1Jan 22, 2020 → Jan 22, 2020
RCP Lynx Co-Invest GP LLC entityExecutive Officer1Sep 25, 2019 → Sep 25, 2019
RCP Artemis Co-Invest GP LLC entityExecutive Officer1Jun 21, 2019 → Jun 21, 2019
RCP Vega Co-Invest GP LLC entityExecutive Officer1Apr 12, 2019 → Apr 12, 2019
RCP Indigo Co-Invest GP LLC entityExecutive Officer1Jun 15, 2018 → Jun 15, 2018
RCP Dakota Co-Invest GP LLC entityExecutive Officer1Sep 1, 2016 → Sep 1, 2016
RCP Opp Fund I (Cayman) GP, L.P. entityExecutive Officer1Jan 7, 2016 → Jan 7, 2016
RCP GenPar (Cayman) Ltd. entityExecutive Officer1Jan 7, 2016 → Jan 7, 2016
RCP Kicker Co-Invest GP LLC entityExecutive Officer1Jun 12, 2015 → Jun 12, 2015
RCP Co-Invest GP LLC entityExecutive Officer1Apr 30, 2014 → Apr 30, 2014
MICHAEL G RHODESExecutive Officer, Director1Jul 17, 2009 → Jul 17, 2009

Adviser registration (Form ADV)

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Other offering types (Regulation A and Regulation Crowdfunding)

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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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