PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:27 AM ET

Sponsor Check › Sponsor group

V

Valueact

One sponsor team, 32 deal companies · San Francisco, CA

Grouped because: 11 shared people, 6 shared management entities, same business address (27 issuers), similar issuer names (31) (automatic match from the filings) · not the same sponsor?

32deal companies
$16.09Breported sold
1,220investors
149Form D filings
2009–2026active
6new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 21, 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

Valueact is a sponsor group of 32 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 149 Form D filings between Nov 2009 and Jul 2026.

What this means One team, 32 deal companies, about 17 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: $16.09B to 1,220 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (32). Issuers are based in CA (32).

What this means $16.09B raised across the group, about $13.2M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: G. Mason Morfit (25 issuers, executive officer), Jeffrey W. Ubben (19 issuers, executive officer), Briana J. Zelaya (18 issuers, executive officer), D. Robert Hale (17 issuers, executive officer), VA Partners I, L.L.C. (17 issuers, promoter, entity) and 12 more.

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

Activity: 6 new offerings in the last 12 months; latest filing Jul 21, 2026.

What this means Busy — still raising money this year.

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

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

We compared the newest 50 of 149 public filings for Valueact and found 13 differences, 2 worth asking the sponsor about: Investor count went down between filings; 11 people are no longer listed on a later amendment; 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 Valueact has not run yet — it is joining a line of 16,456 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 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

1 case: 1 judgment

United States v. VALUEACT CAPITAL PARTNERS, L.P. judgment
District Court, District of Columbia · No. 1:07-cv-02267 · Filed Dec 19, 2007 · Closed Jan 11, 2008 · Nature of suit: 410 Antitrust · Cause: 15:25 Clayton Act
Role of VALUEACT CAPITAL PARTNERS, L.P.: Defendant · Outcome: Terminated 2008-01-11 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DC (not the issuer's state)
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.

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

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

2. Regulatory actions

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

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Valueact..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

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.

13 differences found between the filings for Valueact — 2 worth asking about (compared the newest 50 of 149 filings on Oct 24, 2026; older filings not covered)

Worth asking · Nov 18, 2021 – Nov 18, 2022

Investor count went down between filings — ValueAct Strategic International, L.P.

The Nov 18, 2021 filing reports 11 investors; the Nov 18, 2022 Form D/A reports 3 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.

Sources
Worth asking · Nov 21, 2023 – Nov 20, 2024

11 people are no longer listed on a later amendment

Brandon B. Boze is no longer listed on the Nov 20, 2024 amendment — ValueAct Japan International II, L.P. · Brandon B. Boze is no longer listed on the Nov 20, 2024 amendment — ValueAct Japan Partners, L.P. · Brandon B. Boze is no longer listed on the Nov 20, 2024 amendment — ValueAct Japan VA Partners, L.P. · Brandon B. Boze is no longer listed on the Nov 20, 2024 amendment — ValueAct Japan International, L.P. · Brandon B. Boze is no longer listed on the Nov 20, 2024 amendment — ValueAct Strategic Partners, L.P. · and 6 more

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

Sources
Note · Apr 1, 2023 – May 12, 2023

Form D filed 41 days after the first sale — INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P.

The filing says the first sale was Apr 1, 2023. The Form D was filed May 12, 2023 — 41 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 26 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Apr 1, 2023 – May 12, 2023

Form D filed 41 days after the first sale — INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P.

The filing says the first sale was Apr 1, 2023. The Form D was filed May 12, 2023 — 41 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 26 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Apr 1, 2023 – May 12, 2023

Form D filed 41 days after the first sale — INCLUSIVE CAPITAL PARTNERS SPRING FUND II-B L.P.

The filing says the first sale was Apr 1, 2023. The Form D was filed May 12, 2023 — 41 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 26 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Apr 1, 2023 – May 12, 2023

No amendment in the last 12 months on an offering that may still be open — INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P. (latest filing May 12, 2023)

The latest filing for this offering is dated May 12, 2023 (first sale Apr 1, 2023). It reports $24,949,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Sources
Note · Apr 1, 2023 – May 12, 2023

No amendment in the last 12 months on an offering that may still be open — INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P. (latest filing May 12, 2023)

The latest filing for this offering is dated May 12, 2023 (first sale Apr 1, 2023). It reports $303,250,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Sources
Note · Apr 1, 2023 – May 12, 2023

No amendment in the last 12 months on an offering that may still be open — INCLUSIVE CAPITAL PARTNERS SPRING FUND II-B L.P. (latest filing May 12, 2023)

The latest filing for this offering is dated May 12, 2023 (first sale Apr 1, 2023). It reports $1,150,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Sources
Note · Nov 13, 2009 – Nov 18, 2022

Jeffrey W. Ubben is written 2 different ways on the filings

listed as "Jeffrey W. Ubben" on 44 filings (from Nov 13, 2009), and "Jeffrey Williams Ubben" on 4 filings (from Nov 18, 2022).

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.

Sources
Note · Nov 13, 2009 – Nov 18, 2022

George, Jr. F. Hamel is written 2 different ways on the filings

listed as "George, Jr. F. Hamel" on 24 filings (from Nov 13, 2009), and "George Felix Hamel" on 4 filings (from Nov 18, 2022).

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.

Sources
Note · Nov 18, 2022 – May 12, 2023

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

Address on file is a registered agent / shared office — INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P. · Address on file is a registered agent / shared office — INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P. · Address on file is a registered agent / shared office — INCLUSIVE CAPITAL PARTNERS SPRING FUND II-B L.P. · Address on file is a registered agent / shared office — INCLUSIVE CAPITAL PARTNERS SPRING MASTER FUND B, L.P.

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

Sources
Note · Nov 30, 2012 – Jul 21, 2026

Member companies were formed in 2 different states

Delaware (18), Virgin Islands, British (14) — out of 32 member issuers. The odd ones out: ValueAct Capital International I, L.P. (Virgin Islands, British); ValueAct Capital International II, L.P. (Virgin Islands, British); ValueAct AllCap International L.P. (Virgin Islands, British); ValueAct Co-Invest International, L.P. (Virgin Islands, British); ValueAct Capital International Fund A, L.P. (Virgin Islands, British); INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL, L.P. (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.

Sources
Note · Nov 13, 2009 – Nov 20, 2025

5 issuers used a different name before

Issuer used a different name before — ValueAct Capital Partners II, L.P. · Issuer used a different name before — ValueAct Capital International II, L.P. · Issuer used a different name before — ValueAct Capital International I, L.P. · Issuer used a different name before — ValueAct Capital Partners III, L.P. · Issuer used a different name before — ValueAct Capital Partners, L.P.

What this means Match the CIK on your documents, not just the name.

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. We compared the newest 50 of 149 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

2 of 35 offerings report sales commissions totalling $550,000; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 21, 2026 D
ValueAct Strategic Global Partners IV, L.P.
File 021-591619
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
ValueAct Strategic Global Partners II, L.P.
File 021-577970
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
ValueAct Strategic Global International II, L.P.
File 021-577973
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2026 D
ValueAct Capital Partners IV, L.P.
File 021-577226
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2026 D
ValueAct Strategic Select International II, L.P.
File 021-577232
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2026 D
ValueAct Strategic Select Partners II, L.P.
File 021-577231
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Capital Partners II, L.P.
File 021-100226
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Capital Partners, L.P.
File 021-100247
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Capital International I, L.P.
File 021-100109
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Capital International II, L.P.
File 021-100284
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Strategic International, L.P.
File 021-394053
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Strategic Partners, L.P.
File 021-394049
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Capital Partners III, L.P.
File 021-419279
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Japan International, L.P.
File 021-467673
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Japan VA Partners, L.P.
File 021-467676
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Japan Partners, L.P.
File 021-467675
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2025 D/A
ValueAct Japan International II, L.P.
File 021-467671
$0$0$0None listed on this filingEDGAR ↗
May 12, 2023 D
INCLUSIVE CAPITAL PARTNERS SPRING FUND II-B L.P.
File 021-481633
$0$0$0UBS FINANCIAL SERVICES, INC. BrokerCheck CRD 8174 ↗EDGAR ↗
May 12, 2023 D
INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P.
File 021-481634
$0$0$0AMG DISTRIBUTORS, INC. BrokerCheck CRD 27314 ↗EDGAR ↗
May 12, 2023 D
INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P.
File 021-481635
$0$0$0AMG DISTRIBUTORS, INC. BrokerCheck CRD 27314 ↗EDGAR ↗
Nov 18, 2022 D
INCLUSIVE CAPITAL PARTNERS SPRING MASTER FUND B, L.P.
File 021-465371
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2022 D/A
IN-CAP UL HOLDINGS, LLC
File 021-407882
$0$0$0None listed on this filingEDGAR ↗
Apr 20, 2022 D/A
INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P.
File 021-389315
$470,000$0$0MPW CAPITAL ADVISORS LIMITED no CRD number reported
DERMOT THOMAS HEALEY BrokerCheck CRD 2110403 ↗
via TANGENT CAPTIAL PARTNERS LLC (CRD 146999 ↗)

AMG DISTRIBUTORS, INC. BrokerCheck CRD 27314 ↗
EDGAR ↗
Apr 20, 2022 D/A
INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P.
File 021-389309
$80,000$0$0AMG DISTRIBUTORS, INC. BrokerCheck CRD 27314 ↗
DERMOT THOMAS HEALEY BrokerCheck CRD 2110403 ↗
via TANGENT CAPTIAL PARTNERS LLC (CRD 146999 ↗)
EDGAR ↗
Jul 27, 2021 D
INCLUSIVE CAPITAL PARTNERS SPRING FUND II-B L.P.
File 021-407883
$0$0$0UBS FINANCIAL SERVICES, INC. BrokerCheck CRD 8174 ↗EDGAR ↗
Nov 18, 2020 D/A
ValueAct Capital Fund B, L.P.
File 021-326922
$0$0$0None listed on this filingEDGAR ↗
Nov 18, 2020 D/A
ValueAct Capital International Fund B, L.P.
File 021-326923
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2020 D/A
INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL, L.P.
File 021-307987
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2020 D/A
INCLUSIVE CAPITAL PARTNERS SPRING FUND, L.P.
File 021-307988
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2020 D/A
INCLUSIVE CAPITAL PARTNERS SPRING FUND A, L.P.
File 021-355465
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2015 D
ValueAct Capital International Fund A, L.P.
File 021-253935
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2014 D/A
ValueAct Co-Invest Partners, L.P.
File 021-193360
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2014 D/A
ValueAct Co-Invest International, L.P.
File 021-193361
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2012 D/A
VALUEACT ALLCAP PARTNERS L.P.
File 021-107068
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2012 D/A
ValueAct AllCap International L.P.
File 021-107063
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 32 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

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

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

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

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

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗VC ValueAct Capital Partners II, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund17$3,170,123,159
offering Indefinite · similar: $155,000–$5,250,000
252
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2025
EDGAR ↗VC ValueAct Capital Partners, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund17$5,007,554,886
offering Indefinite · similar: $155,000–$5,250,000
356
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2025
EDGAR ↗VC ValueAct Capital International I, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund17$2,840,362,067
offering Indefinite · similar: $155,000–$5,250,000
93
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2025
EDGAR ↗VC ValueAct Capital International II, L.P.shared people, shared management entity, same business address, similar issuer namesSan Francisco, CAPooled Investment Fund17$3,050,886,439
offering Indefinite · similar: $155,000–$5,250,000
103
similar: 4–27
$100,000
similar: $1,000–$100,000
2009–2025
EDGAR ↗VA ValueAct AllCap International L.P.shared people, shared management entity, same business address, similar issuer namesSan Francisco, CAPooled Investment Fund4$114,153,64219$10,000,0002009–2012
EDGAR ↗VA VALUEACT ALLCAP PARTNERS L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$104,823,71818$10,000,0002009–2012
EDGAR ↗VC ValueAct Co-Invest International, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$135,000,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
$1
similar: $1,000–$100,000
2013–2014
EDGAR ↗VC ValueAct Co-Invest Partners, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$302,440,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
$1
similar: $1,000–$100,000
2013–2014
EDGAR ↗VC ValueAct Capital International Fund A, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$15,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$1
similar: $1,000–$100,000
2015–2015
EDGAR ↗IC INCLUSIVE CAPITAL PARTNERS SPRING FUND, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$582,038,727
offering Indefinite · similar: $155,000–$5,250,000
74
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2018–2020
EDGAR ↗IC INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$312,100,000
offering Indefinite · similar: $155,000–$5,250,000
28
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2018–2020
EDGAR ↗VC ValueAct Capital Fund B, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund3$75,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2020
EDGAR ↗VC ValueAct Capital International Fund B, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund3$50,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2020
EDGAR ↗IC INCLUSIVE CAPITAL PARTNERS SPRING FUND A, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$83,870,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2019–2020
EDGAR ↗IC INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P.shared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$1,259,230,764
offering Indefinite · similar: $155,000–$5,250,000
37
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗IC INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P.shared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$1,096,483,504
offering Indefinite · similar: $155,000–$5,250,000
114
similar: 4–27
$10,000,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗VS ValueAct Strategic International, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund6$375,393,000
offering Indefinite · similar: $155,000–$5,250,000
11
similar: 4–27
$100,000
similar: $1,000–$100,000
2021–2025
EDGAR ↗VS ValueAct Strategic Partners, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund6$37,607,000
offering Indefinite · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2025
EDGAR ↗IC INCLUSIVE CAPITAL PARTNERS SPRING FUND II-B L.P.shared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$1,150,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
$250,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗IC IN-CAP UL HOLDINGS, LLCshared people, shared management entitySAN FRANCISCO, CAPooled Investment Fund2$109,642,665
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2022
EDGAR ↗VC ValueAct Capital Partners III, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund5$854,453,488
offering Indefinite · similar: $155,000–$5,250,000
37
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2025
EDGAR ↗IC INCLUSIVE CAPITAL PARTNERS SPRING MASTER FUND B, L.P.shared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗VJ ValueAct Japan International, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$70,015,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
$100,000
similar: $1,000–$100,000
2022–2025
EDGAR ↗VJ ValueAct Japan VA Partners, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$42,551,000
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2025
EDGAR ↗VJ ValueAct Japan Partners, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$109,386,951
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2025
EDGAR ↗VJ ValueAct Japan International II, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund4$15,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2022–2025
EDGAR ↗VC ValueAct Capital Partners IV, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled 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 ↗VS ValueAct Strategic Select International II, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗VS ValueAct Strategic Select Partners II, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled 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 ↗VS ValueAct Strategic Global Partners II, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled 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 ↗VS ValueAct Strategic Global International II, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗VS ValueAct Strategic Global Partners IV, L.P.shared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled 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: 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 21, 2026ValueAct Strategic Global Partners IV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 26, 2026ValueAct Strategic Global International II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 26, 2026ValueAct Strategic Global Partners II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 20, 2026ValueAct Strategic Select Partners II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 20, 2026ValueAct Strategic Select International II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 20, 2026ValueAct Capital Partners IV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 20, 2025ValueAct Japan International II, L.P.D/APooled Investment FundIndefinite$15,000
EDGAR ↗Nov 20, 2025ValueAct Japan Partners, L.P.D/APooled Investment FundIndefinite$109,386,951
EDGAR ↗Nov 20, 2025ValueAct Japan VA Partners, L.P.D/APooled Investment FundIndefinite$42,551,000
EDGAR ↗Nov 20, 2025ValueAct Japan International, L.P.D/APooled Investment FundIndefinite$70,015,000
EDGAR ↗Nov 20, 2025ValueAct Strategic Partners, L.P.D/APooled Investment FundIndefinite$21,629,171
EDGAR ↗Nov 20, 2025ValueAct Strategic International, L.P.D/APooled Investment FundIndefinite$30,395,500
EDGAR ↗Nov 20, 2025ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$3,170,123,159
EDGAR ↗Nov 20, 2025ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,728,645,403
EDGAR ↗Nov 20, 2025ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,840,362,067
EDGAR ↗Nov 20, 2025ValueAct Capital Partners III, L.P.D/APooled Investment FundIndefinite$854,453,488
EDGAR ↗Nov 20, 2025ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$5,007,554,886
EDGAR ↗Nov 20, 2024ValueAct Japan International II, L.P.D/APooled Investment FundIndefinite$15,000
EDGAR ↗Nov 20, 2024ValueAct Japan Partners, L.P.D/APooled Investment FundIndefinite$34,036,951
EDGAR ↗Nov 20, 2024ValueAct Japan VA Partners, L.P.D/APooled Investment FundIndefinite$42,471,000
EDGAR ↗Nov 20, 2024ValueAct Japan International, L.P.D/APooled Investment FundIndefinite$70,015,000
EDGAR ↗Nov 20, 2024ValueAct Strategic Partners, L.P.D/APooled Investment FundIndefinite$9,609,500
EDGAR ↗Nov 20, 2024ValueAct Strategic International, L.P.D/APooled Investment FundIndefinite$30,395,500
EDGAR ↗Nov 20, 2024ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$3,152,806,413
EDGAR ↗Nov 20, 2024ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,719,695,403
EDGAR ↗Nov 20, 2024ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,840,362,067
EDGAR ↗Nov 20, 2024ValueAct Capital Partners III, L.P.D/APooled Investment FundIndefinite$814,227,447
EDGAR ↗Nov 20, 2024ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$4,897,308,755
EDGAR ↗Nov 21, 2023ValueAct Japan International II, L.P.D/APooled Investment FundIndefinite$15,000
EDGAR ↗Nov 21, 2023ValueAct Japan Partners, L.P.D/APooled Investment FundIndefinite$25,655,896
EDGAR ↗Nov 21, 2023ValueAct Japan VA Partners, L.P.D/APooled Investment FundIndefinite$40,926,000
EDGAR ↗Nov 21, 2023ValueAct Japan International, L.P.D/APooled Investment FundIndefinite$15,000
EDGAR ↗Nov 21, 2023ValueAct Strategic Partners, L.P.D/APooled Investment FundIndefinite$9,609,500
EDGAR ↗Nov 21, 2023ValueAct Strategic International, L.P.D/APooled Investment FundIndefinite$30,395,500
EDGAR ↗Nov 21, 2023ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$3,150,701,413
EDGAR ↗Nov 21, 2023ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,706,695,403
EDGAR ↗Nov 21, 2023ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,840,362,067
EDGAR ↗Nov 21, 2023ValueAct Capital Partners III, L.P.D/APooled Investment FundIndefinite$808,197,447
EDGAR ↗Nov 21, 2023ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$4,886,308,755
EDGAR ↗May 12, 2023INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P.DPooled Investment FundIndefinite$24,949,000
EDGAR ↗May 12, 2023INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P.DPooled Investment FundIndefinite$303,250,000
EDGAR ↗May 12, 2023INCLUSIVE CAPITAL PARTNERS SPRING FUND II-B L.P.DPooled Investment FundIndefinite$1,150,000
EDGAR ↗Dec 16, 2022ValueAct Japan International II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 16, 2022ValueAct Japan Partners, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 16, 2022ValueAct Japan VA Partners, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 16, 2022ValueAct Japan International, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 18, 2022INCLUSIVE CAPITAL PARTNERS SPRING MASTER FUND B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 18, 2022ValueAct Strategic Partners, L.P.D/APooled Investment FundIndefinite$9,609,500
EDGAR ↗Nov 18, 2022ValueAct Strategic International, L.P.D/APooled Investment FundIndefinite$30,395,500
EDGAR ↗Nov 18, 2022ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$3,130,861,790
EDGAR ↗Nov 18, 2022ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,706,545,403
EDGAR ↗Nov 18, 2022ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,840,362,067
EDGAR ↗Nov 18, 2022ValueAct Capital Partners III, L.P.D/APooled Investment FundIndefinite$782,804,756
EDGAR ↗Nov 18, 2022ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$4,659,619,855
EDGAR ↗Aug 3, 2022IN-CAP UL HOLDINGS, LLCD/APooled Investment FundIndefinite$109,642,665
EDGAR ↗Apr 20, 2022INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P.D/APooled Investment FundIndefinite$1,096,483,504
EDGAR ↗Apr 20, 2022INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P.D/APooled Investment FundIndefinite$1,259,230,764
EDGAR ↗Feb 14, 2022INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P.D/APooled Investment FundIndefinite$768,223,102
EDGAR ↗Feb 14, 2022INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P.D/APooled Investment FundIndefinite$898,169,668
EDGAR ↗Nov 18, 2021ValueAct Strategic Partners, L.P.D/APooled Investment FundIndefinite$7,609,500
EDGAR ↗Nov 18, 2021ValueAct Strategic International, L.P.D/APooled Investment FundIndefinite$30,395,500
EDGAR ↗Nov 18, 2021ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$3,019,548,540
EDGAR ↗Nov 18, 2021ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,706,245,403
EDGAR ↗Nov 18, 2021ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,734,362,067
EDGAR ↗Nov 18, 2021ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$4,432,930,955
EDGAR ↗Oct 29, 2021ValueAct Capital Partners III, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 27, 2021IN-CAP UL HOLDINGS, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Jul 27, 2021INCLUSIVE CAPITAL PARTNERS SPRING FUND II-B L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 30, 2021ValueAct Strategic Partners, L.P.DPooled Investment FundIndefinite$37,607,000
EDGAR ↗Mar 30, 2021ValueAct Strategic International, L.P.DPooled Investment FundIndefinite$375,393,000
EDGAR ↗Feb 12, 2021INCLUSIVE CAPITAL PARTNERS SPRING FUND II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 12, 2021INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL FUND II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 18, 2020ValueAct Capital International Fund B, L.P.D/APooled Investment FundIndefinite$50,000,000
EDGAR ↗Nov 18, 2020ValueAct Capital Fund B, L.P.D/APooled Investment FundIndefinite$75,000,000
EDGAR ↗Nov 18, 2020ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$2,910,001,466
EDGAR ↗Nov 18, 2020ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,698,095,403
EDGAR ↗Nov 18, 2020ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,734,362,067
EDGAR ↗Nov 18, 2020ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$4,259,570,955
EDGAR ↗Aug 20, 2020INCLUSIVE CAPITAL PARTNERS SPRING FUND A, L.P.D/APooled Investment FundIndefinite$83,870,000
EDGAR ↗Aug 20, 2020INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL, L.P.D/APooled Investment FundIndefinite$312,100,000
EDGAR ↗Aug 20, 2020INCLUSIVE CAPITAL PARTNERS SPRING FUND, L.P.D/APooled Investment FundIndefinite$582,038,727
EDGAR ↗Dec 13, 2019INCLUSIVE CAPITAL PARTNERS SPRING FUND A, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 22, 2019ValueAct Capital International Fund B, L.P.D/APooled Investment FundIndefinite$50,000,000
EDGAR ↗Nov 22, 2019ValueAct Capital Fund B, L.P.D/APooled Investment FundIndefinite$75,000,000
EDGAR ↗Nov 22, 2019INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL, L.P.D/APooled Investment FundIndefinite$143,000,000
EDGAR ↗Nov 22, 2019INCLUSIVE CAPITAL PARTNERS SPRING FUND, L.P.D/APooled Investment FundIndefinite$356,284,901
EDGAR ↗Nov 22, 2019ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$2,877,962,355
EDGAR ↗Nov 22, 2019ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,698,095,403
EDGAR ↗Nov 22, 2019ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,734,362,067
EDGAR ↗Nov 22, 2019ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$3,967,735,976
EDGAR ↗Nov 30, 2018ValueAct Capital International Fund B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 30, 2018ValueAct Capital Fund B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 21, 2018INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL, L.P.D/APooled Investment FundIndefinite$58,300,000
EDGAR ↗Nov 21, 2018INCLUSIVE CAPITAL PARTNERS SPRING FUND, L.P.D/APooled Investment FundIndefinite$240,228,984
EDGAR ↗Nov 21, 2018ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$2,841,596,744
EDGAR ↗Nov 21, 2018ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,680,495,403
EDGAR ↗Nov 21, 2018ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,609,362,067
EDGAR ↗Nov 21, 2018ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$3,882,985,208
EDGAR ↗Mar 19, 2018INCLUSIVE CAPITAL PARTNERS SPRING FUND, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 19, 2018INCLUSIVE CAPITAL PARTNERS SPRING INTERNATIONAL, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 22, 2017ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,663,495,403
EDGAR ↗Nov 22, 2017ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,589,362,067
EDGAR ↗Nov 22, 2017ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$3,380,022,999
EDGAR ↗Nov 22, 2017ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$2,454,759,347
EDGAR ↗Nov 23, 2016ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,663,495,403
EDGAR ↗Nov 23, 2016ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,537,512,037
EDGAR ↗Nov 23, 2016ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$3,073,642,999
EDGAR ↗Nov 23, 2016ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$2,431,190,183
EDGAR ↗Dec 28, 2015ValueAct Capital International Fund A, L.P.DPooled Investment FundIndefinite$15,000,000
EDGAR ↗Nov 25, 2015ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,663,495,403
EDGAR ↗Nov 25, 2015ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,368,462,037
EDGAR ↗Nov 25, 2015ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$2,227,828,738
EDGAR ↗Nov 25, 2015ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$2,354,163,190
EDGAR ↗Nov 26, 2014ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,320,313,612
EDGAR ↗Nov 26, 2014ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$1,606,582,037
EDGAR ↗Nov 26, 2014ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$1,567,974,405
EDGAR ↗Nov 26, 2014ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$2,207,519,212
EDGAR ↗Apr 7, 2014ValueAct Co-Invest International, L.P.D/APooled Investment FundIndefinite$135,000,000
EDGAR ↗Apr 7, 2014ValueAct Co-Invest Partners, L.P.D/APooled Investment FundIndefinite$302,440,000
EDGAR ↗Nov 27, 2013ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$1,409,730,583
EDGAR ↗Nov 27, 2013ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$1,924,041,975
EDGAR ↗Nov 27, 2013ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$3,050,886,439
EDGAR ↗Nov 27, 2013ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$2,193,867,146
EDGAR ↗Mar 15, 2013ValueAct Co-Invest International, L.P.DPooled Investment FundIndefinite$125,000,000
EDGAR ↗Mar 15, 2013ValueAct Co-Invest Partners, L.P.DPooled Investment FundIndefinite$70,500,000
EDGAR ↗Nov 30, 2012VALUEACT ALLCAP PARTNERS L.P.D/APooled Investment FundIndefinite$104,823,718
EDGAR ↗Nov 30, 2012ValueAct AllCap International L.P.D/APooled Investment FundIndefinite$114,153,642
EDGAR ↗Nov 30, 2012ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$1,301,680,667
EDGAR ↗Nov 30, 2012ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$2,153,100,806
EDGAR ↗Nov 30, 2012ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$1,490,893,835
EDGAR ↗Nov 30, 2012ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$1,192,514,332
EDGAR ↗Nov 22, 2011ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$1,187,314,332
EDGAR ↗Nov 22, 2011ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$1,164,915,667
EDGAR ↗Nov 22, 2011ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$1,711,715,806
EDGAR ↗Nov 22, 2011ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$1,461,804,835
EDGAR ↗Nov 22, 2011VALUEACT ALLCAP PARTNERS L.P.D/APooled Investment FundIndefinite$104,823,718
EDGAR ↗Nov 22, 2011ValueAct AllCap International L.P.D/APooled Investment FundIndefinite$114,153,642
EDGAR ↗Nov 24, 2010ValueAct AllCap International L.P.D/APooled Investment FundIndefinite$114,153,642
EDGAR ↗Nov 24, 2010VALUEACT ALLCAP PARTNERS L.P.D/APooled Investment FundIndefinite$93,647,018
EDGAR ↗Nov 24, 2010ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$1,176,137,632
EDGAR ↗Nov 24, 2010ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$642,075,806
EDGAR ↗Nov 24, 2010ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$1,421,114,835
EDGAR ↗Nov 24, 2010ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$493,220,667
EDGAR ↗Nov 19, 2009ValueAct AllCap International L.P.D/APooled Investment FundIndefinite$107,153,642
EDGAR ↗Nov 19, 2009VALUEACT ALLCAP PARTNERS L.P.D/APooled Investment FundIndefinite$93,647,018
EDGAR ↗Nov 18, 2009ValueAct Capital International II, L.P.D/APooled Investment FundIndefinite$642,075,806
EDGAR ↗Nov 18, 2009ValueAct Capital International I, L.P.D/APooled Investment FundIndefinite$1,380,308,460
EDGAR ↗Nov 18, 2009ValueAct Capital Partners, L.P.D/APooled Investment FundIndefinite$1,172,259,132
EDGAR ↗Nov 13, 2009ValueAct Capital Partners II, L.P.D/APooled Investment FundIndefinite$388,420,667

Activity: 6 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 21, 2026. Industry history, as reported on each offering's latest filing: All 35 offerings reported: Pooled Investment Fund (2009–2026).

People across the group

NameRolesIssuers hereFirst → last listed
GM G. Mason MorfitExecutive Officer25Mar 15, 2013 → Jul 21, 2026
JU Jeffrey W. UbbenExecutive Officer19Nov 13, 2009 → May 12, 2023
BZ BRIANA J. ZELAYAExecutive Officer18Mar 15, 2013 → Mar 26, 2026
DH D. ROBERT HALEExecutive Officer17Nov 21, 2023 → Jul 21, 2026
VP VA Partners I, L.L.C. entityPromoter17Nov 13, 2009 → Mar 20, 2026
BB Brandon B. BozeExecutive Officer16Mar 19, 2018 → Nov 21, 2023
GH George, Jr. F. HamelExecutive Officer16Nov 13, 2009 → May 12, 2023
BS Bradley E. SingerExecutive Officer15Apr 7, 2014 → Nov 18, 2021
EZ EVA TIFFANY ZLOTNICKAExecutive Officer8Aug 20, 2020 → May 12, 2023
LR LYNN FORESTER DE ROTHSCHILDExecutive Officer8Aug 20, 2020 → May 12, 2023
VP VA PARTNERS STRATEGIC GLOBAL, LLC entityPromoter5Mar 20, 2026 → Jul 21, 2026
SG SPRING GP II, L.P. entityPromoter5Feb 12, 2021 → May 12, 2023
VP VA PARTNERS JAPAN, LLC entityPromoter3Dec 16, 2022 → Nov 20, 2025
SG SPRING GP I, L.P. entityPromoter3Aug 20, 2020 → Aug 20, 2020
VP VA PARTNERS III, LLC entityPromoter2Oct 29, 2021 → Nov 20, 2025
AB Allison BenningtonExecutive Officer2Mar 15, 2013 → Apr 7, 2014
CS Charles SiuExecutive Officer2Mar 15, 2013 → Apr 7, 2014

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Valueact.

Meta advertising

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

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Valueact's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #53,892 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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