PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:59 PM ET

Sponsor Check › Sponsor group

Kelso

71 issuers linked to one sponsor · NEW YORK, NY

Grouped because: 50 shared people, 9 shared management entities, same business address (30 issuers), similar issuer names (53) (automatic match from the filings) ·Not the same sponsor? Request a correction

71issuers
153Form D filings
$10,100,454,846total sold (sum of latest per issuer)
1,798investors (sum of max per issuer)
2010–2026active
5new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 14, 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

4 cases: 4 dismissed

Greer v. Buckeye Partners, L.P. Closed
District Court, S.D. Texas · No. 4:19-cv-02648 · Filed Jul 19, 2019 · Terminated Aug 27, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-08-27 — FJC Integrated Database disposition: Voluntarily dismissed
Matched on: entity name, court state. Docket on CourtListener ↗
Luers v. Buckeye Partners, L.P. Closed
District Court, S.D. Texas · No. 4:19-cv-02647 · Filed Jul 19, 2019 · Terminated Dec 30, 2019 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-12-30 — FJC Integrated Database disposition: Dismissed: settled
Matched on: entity name, court state. Docket on CourtListener ↗
McManus v. Buckeye Partners, L.P. Closed
District Court, S.D. Texas · No. 4:19-cv-02644 · Filed Jul 19, 2019 · Terminated Aug 28, 2019 · Nature of suit: 850 Securities, Commodities, Exchange · Cause: 15:78m(a) Securities Exchange Act
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-08-28 — FJC Integrated Database disposition: Dismissed: other
Matched on: entity name, court state. Docket on CourtListener ↗
Curtis v. Buckeye Partners, L.P. Closed
District Court, S.D. Texas · No. 4:19-cv-02147 · Filed Jun 13, 2019 · Terminated Oct 3, 2019 · Nature of suit: 850 Securities/Commodities · Cause: 28:1331 Fed. Question
Role of Buckeye Partners, L.P.: Defendant · Outcome: Terminated 2019-10-03 — FJC Integrated Database disposition: Voluntarily dismissed
Matched on: entity name, court state. Docket on CourtListener ↗

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: 71 of 71 issuers in this group; 0 not yet searched (25 queued). Results are added automatically. 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 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 71 of 71 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: 71 of 71 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

9 of 77 offerings report sales commissions totalling $57,150,000; 0 report finder's fees; 1 reports proceeds to related persons totalling $8,782,200. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Oct 14, 2026 D/A
File 021-461637
$0$0$0None listed on this filing
EDGAR ↗Oct 8, 2026 D/A
File 021-485939
$0$0$0None listed on this filing
EDGAR ↗Oct 6, 2026 D/A
File 021-448405
$0$0$0None listed on this filing
EDGAR ↗Aug 26, 2026 D/A
File 021-457100
$0$0$0None listed on this filing
EDGAR ↗Aug 20, 2026 D
File 021-594951
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 6, 2026 D
File 021-593338
$0$0$0None listed on this filing
EDGAR ↗Jul 8, 2026 D
File 021-589965
$0$0$0 (est.)None listed on this filing
EDGAR ↗Apr 13, 2026 D/A
File 021-396175
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jan 20, 2026 D
File 021-570482
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jan 12, 2026 D/A
File 021-385521
$0$0$0None listed on this filing
EDGAR ↗Jan 12, 2026 D
File 021-569621
$0 (est.)$0 (est.)$0 (est.)None no CRD number reported
via LAZARD FRERES & CO. LLC (CRD 000002528 ↗)
EDGAR ↗Aug 26, 2025 D/A
File 021-457101
$0$0$0None listed on this filing
EDGAR ↗Dec 26, 2024 D/A
File 021-500735
$0$0$0None listed on this filing
EDGAR ↗Jul 18, 2024 D
File 021-519160
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jun 6, 2024 D
File 021-515338
$4,000,000 (est.)$0 (est.)$0 (est.)None no CRD number reported
via EVERCORE GROUP L.L.C. (CRD 42405 ↗)
EDGAR ↗Jun 6, 2024 D
File 021-515336
$4,000,000 (est.)$0 (est.)$0 (est.)None no CRD number reported
via EVERCORE GROUP L.L.C. (CRD 42405 ↗)
EDGAR ↗Oct 3, 2023 D/A
File 021-414832
$9,200,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)

Not Applicable no CRD number reported
via William Blair & Company, L.L.C. (CRD 1252 ↗)

Not Applicable no CRD number reported
via Altis Finanacial Services Inc.
EDGAR ↗Sep 28, 2023 D/A
File 021-414833
$9,200,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)

Not Applicable no CRD number reported
via William Blair & Company, L.L.C. (CRD 1252 ↗)

Not Applicable no CRD number reported
via Altis Finanacial Services Inc.
EDGAR ↗Jun 1, 2023 D/A
File 021-239751
$0$0$0None listed on this filing
EDGAR ↗May 5, 2023 D
File 021-480927
$0$0$0 (est.)None listed on this filing
EDGAR ↗May 5, 2023 D
File 021-480928
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jan 26, 2023 D
File 021-471802
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jan 9, 2023 D/A
File 021-385520
$0$0$0None listed on this filing
EDGAR ↗Dec 2, 2022 D/A
File 021-354607
$0$0$0None listed on this filing
EDGAR ↗Sep 28, 2022 D/A
File 021-418340
$15,000,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)
EDGAR ↗Aug 18, 2022 D
File 021-456240
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 18, 2022 D
File 021-456238
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jul 14, 2022 D
File 021-452330
$0$0$0None listed on this filing
EDGAR ↗Jun 10, 2022 D
File 021-448769
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jun 10, 2022 D
File 021-448770
$0$0$0 (est.)None listed on this filing
EDGAR ↗May 13, 2022 D
File 021-445675
$0$0$0 (est.)None listed on this filing
EDGAR ↗Dec 23, 2021 D
File 021-426475
$0$0$0None listed on this filing
EDGAR ↗Mar 30, 2021 D
File 021-394059
$0$0$0 (est.)None listed on this filing
EDGAR ↗Feb 10, 2021 D
File 021-389083
$0$0$0 (est.)None listed on this filing
EDGAR ↗Feb 10, 2021 D
File 021-389085
$0$0$0 (est.)None listed on this filing
EDGAR ↗Feb 10, 2021 D
File 021-389092
$0$0$0 (est.)None listed on this filing
EDGAR ↗Feb 10, 2021 D
File 021-389089
$0$0$0 (est.)None listed on this filing
EDGAR ↗Dec 21, 2020 D
File 021-383806
$0$0$0 (est.)None listed on this filing
EDGAR ↗Dec 2, 2020 D
File 021-381982
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 28, 2020 D/A
File 021-246977
$0$0$0None listed on this filing
EDGAR ↗Feb 26, 2020 D
File 021-361421
$0$0$0 (est.)None listed on this filing
EDGAR ↗Feb 21, 2020 D/A
File 021-258161
$0$0$0 (est.)None listed on this filing
EDGAR ↗Feb 18, 2020 D
File 021-360741
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jul 15, 2019 D
File 021-344300
$0$0$0None listed on this filing
EDGAR ↗Jul 15, 2019 D
File 021-344328
$0$0$0None listed on this filing
EDGAR ↗Jul 12, 2019 D
File 021-344191
$0$0$0None listed on this filing
EDGAR ↗Jun 25, 2019 D
File 021-342718
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jun 25, 2019 D
File 021-342717
$0$0$0 (est.)None listed on this filing
EDGAR ↗Apr 25, 2019 D
File 021-338159
$0$0$0None listed on this filing
EDGAR ↗Mar 5, 2019 D/A
File 021-307463
$0$0$0 (est.)None listed on this filing
EDGAR ↗Mar 5, 2019 D/A
File 021-307459
$3,500,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via Riverstone Capital Services LLC d/b/a Beartooth Advisors (CRD 172056 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via HOULIHAN LOKEY CAPITAL, INC. (CRD 17708 ↗)
EDGAR ↗Mar 5, 2019 D/A
File 021-307465
$0$0$0 (est.)None listed on this filing
EDGAR ↗Dec 10, 2018 D/A
File 021-251195
$0$0$0None listed on this filing
EDGAR ↗Aug 3, 2018 D/A
File 021-268215
$0$0$0None listed on this filing
EDGAR ↗Jun 26, 2018 D/A
File 021-189342
$0$0$0None listed on this filing
EDGAR ↗Jun 19, 2018 D
File 021-314856
$0$0$0 (est.)None listed on this filing
EDGAR ↗Apr 27, 2018 D
File 021-311143
$0$0$0 (est.)None listed on this filing
EDGAR ↗Oct 27, 2017 D/A
File 021-250099
$0$0$0None listed on this filing
EDGAR ↗Oct 26, 2017 D
File 021-297475
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jun 26, 2017 D/A
File 021-196277
$0$0$0None listed on this filing
EDGAR ↗Dec 20, 2016 D
File 021-276636
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jul 28, 2016 D
File 021-267866
$2,000,000 (est.)$0$8,782,200 (est.)
Monthly management fee which covers all expenses of managing business of Issuer.
Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗
EDGAR ↗Jan 14, 2016 D
File 021-255206
$0$0$0None listed on this filing
EDGAR ↗Dec 17, 2015 D/A
File 021-230415
$0$0$0None listed on this filing
EDGAR ↗Nov 13, 2015 D
File 021-251178
$0$0$0None listed on this filing
EDGAR ↗Nov 4, 2015 D/A
File 021-227685
$0$0$0None listed on this filing
EDGAR ↗Oct 22, 2015 D
File 021-249925
$0$0$0None listed on this filing
EDGAR ↗Oct 20, 2015 D/A
File 021-193837
$0$0$0None listed on this filing
EDGAR ↗Oct 16, 2015 D
File 021-249587
$0$0$0None listed on this filing
EDGAR ↗Aug 3, 2015 D
File 021-244981
$0$0$0None listed on this filing
EDGAR ↗Jun 19, 2015 D/A
File 021-227684
$6,000,000 (est.)$0 (est.)$0Not Applicable no CRD number reported
via KTB Investment & Securities Co., Ltd.

WENDY MAN YEE WONG BrokerCheck CRD 5747351 ↗
via TransPacific Group (Asia) Ltd.

WENDY MAN YEE WONG BrokerCheck CRD 5747351 ↗
via TransPacific Group LLC (CRD 143869 ↗)

SIMON PAUL DUNN BrokerCheck CRD 5875393 ↗
via TransPacific Group LLC (CRD 143869 ↗)

SIMON PAUL DUNN BrokerCheck CRD 5875393 ↗
via TransPacific Group (Asia) Ltd.

Mark Mason BrokerCheck CRD 4847417 ↗
via TransPacific Group LLC (CRD 143869 ↗)

Mark Mason BrokerCheck CRD 4847417 ↗
via TransPacific Group (Asia) Ltd.

Mohammed Afkhami no CRD number reported
via Magenta Capital Services Ltd.

Not Applicable no CRD number reported
via Larrain Vial Investment Inc.

Not Applicable no CRD number reported
via Atlantic-Pacific Capital, Inc. (CRD 38356 ↗)
EDGAR ↗May 12, 2015 D
File 021-239625
$0$0$0None listed on this filing
EDGAR ↗Oct 15, 2013 D
File 021-204544
$0$0$0None listed on this filing
EDGAR ↗Apr 9, 2012 D
File 021-176348
$0$0$0None listed on this filing
EDGAR ↗Feb 2, 2011 D
File 021-154738
$4,250,000$0$0Barclays Capital Inc. BrokerCheck CRD 19714 ↗
EDGAR ↗Dec 7, 2010 D
File 021-151484
$0$0$0None listed on this filing
EDGAR ↗Sep 27, 2010 D
File 021-148212
$0$0$0None 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 71 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 Kelso 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 23, 2026, 11:59 PM 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 ↗Roadhouse Holding Inc.shared people, same business addressNEW YORK, NYOther5$0
offering Indefinite · similar: $500,000–$7,000,000
0
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2010–2015
EDGAR ↗SCS HOLDINGS I, INC.shared people, same business addressSAN ANTONIO, TXOther Technology2$3,999,942
offering $3,999,942 · similar: $1,100,015–$10,001,163
34
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2010–2015
EDGAR ↗BUCKEYE PARTNERS, L.P.shared people, same person name on both filingsHouston, TXOther Energy1$825,001,580
offering $825,001,580 · similar: $1,000,000–$16,613,798
41
similar: 2–13
No minimum reported
similar: $10,000–$100,000
2011–2011
EDGAR ↗Oak Holdings, LLCshared peopleGrovetown, GARetailing2$279,334,410
offering Indefinite · similar: $650,000–$6,000,000
12
similar: 1–11
No minimum reported
similar: $9,999–$50,000
2012–2013
EDGAR ↗PowerTeam Services Holdco, LLCshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYOther Energy7$35,105,723
offering Indefinite · similar: $1,000,000–$16,613,798
35
similar: 2–13
No minimum reported
similar: $10,000–$100,000
2013–2018
EDGAR ↗Kelso Investment Associates IX, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNew York, NYPooled Investment Fund4$1,079,000,000
offering Indefinite · similar: $155,000–$5,250,000
52
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015
EDGAR ↗KIA IX Feeder, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$32,600,000
offering Indefinite · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015
EDGAR ↗KSN Fund IX, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$54,350,000
offering Indefinite · similar: $155,000–$5,250,000
58
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2015
EDGAR ↗Resolute Investment Holdings, LLCshared people, same business addressNEW YORK, NYOther8$342,234,830
offering Indefinite · similar: $500,000–$7,000,000
21
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2023
EDGAR ↗Kelso Hammer Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or 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
2015–2015
EDGAR ↗LBM Acquisition, LLCshared people, same person name on both filings, same business address, similar issuer namesBUFFALO GROVE, ILOther6$577,934,068
offering Indefinite · similar: $500,000–$7,000,000
98
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2020
EDGAR ↗Kelso Yellowrose Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesNEW YORK, NYPooled Investment Fund1$167,600,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗Kelso SCS Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, 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
2015–2015
EDGAR ↗Ajax Resources Holdings LLCshared people, same person name on both filingsHOUSTON, TXOther3$297,987,645
offering Indefinite · similar: $500,000–$7,000,000
18
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2017
EDGAR ↗Kelso RSC Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, 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
2015–2015
EDGAR ↗SCS Holdco, LLCshared people, same business addressNEW YORK, NYOther4$267,787,158
offering Indefinite · similar: $500,000–$7,000,000
95
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2018
EDGAR ↗Eagle Family Foods Group Holdings, LLCshared people, similar issuer namesCLEVELAND, OHOther2$3,000,000
offering Indefinite · similar: $500,000–$7,000,000
6
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2022
EDGAR ↗LBM Management Holdings, LLCshared people, same person name on both filings, same business address, similar issuer namesBUFFALO GROVE, ILOther5$1,244,102
offering Indefinite · similar: $500,000–$7,000,000
12
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2016–2020
EDGAR ↗Wyatt Energy Partners I, Ltdshared peopleHOUSTON, TXOil and Gas1$0
offering $50,000,000 · similar: $1,050,000–$13,125,000
0
similar: 3–19
$500,000
similar: $11,000–$62,888
2016–2016
EDGAR ↗Fastener Holdco, LLCshared peopleOMAHA, NEManufacturing3$186,023,792
offering Indefinite · similar: $1,000,000–$7,247,539
100
similar: 2–13
No minimum reported
similar: $10,000–$60,000
2016–2018
EDGAR ↗K-P Co-Investment, L.P.shared people, 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 ↗Kelso FCH Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or 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
2017–2017
EDGAR ↗KIA X Feeder, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$85,400,000
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗Kelso Investment Associates X, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$2,189,975,000
offering Indefinite · similar: $155,000–$5,250,000
99
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗KSN Fund X, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$31,700,000
offering Indefinite · similar: $155,000–$5,250,000
54
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2019
EDGAR ↗Kelso HH Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, 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
2018–2018
EDGAR ↗Kelso Badger Co-Investment, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, 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
2018–2018
EDGAR ↗PowerTeam Management Feeder, LLCshared people, similar issuer namesNEW YORK, NYOther Energy1$30,155,000
offering Indefinite · similar: $1,000,000–$16,613,798
28
similar: 2–13
No minimum reported
similar: $10,000–$100,000
2019–2019
EDGAR ↗Kelso Watchtower Co-Investment (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2019–2019
EDGAR ↗Kelso Watchtower Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2019–2019
EDGAR ↗SIRIUS COMPUTER SOLUTIONS HOLDCO, LPshared people, same business addressSAN ANTONIO, TXOther Technology1$66,627,842
offering Indefinite · similar: $1,100,015–$10,001,163
69
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗Watchtower Topco, LLCshared people, same business address, similar issuer namesJERICHO, NYOther1$99,674,368
offering Indefinite · similar: $500,000–$7,000,000
2
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗Watchtower Management Holdco, LLCshared people, same business address, similar issuer namesJERICHO, NYOther1$99,174,368
offering Indefinite · similar: $500,000–$7,000,000
38
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2019
EDGAR ↗IFS Management Holdco, LLCshared people, same person name on both filingsBELL, CAOther4$37,544,270
offering Indefinite · similar: $500,000–$7,000,000
42
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2019–2022
EDGAR ↗Kelso X RSC Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2020–2020
EDGAR ↗Kelso Ranger RSC Investor, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2020–2020
EDGAR ↗Kelso X Restore Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2020–2020
EDGAR ↗Kelso X IFS Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2020–2020
EDGAR ↗Arctic Topco, LLCshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYOther3$124,910,156
offering Indefinite · similar: $500,000–$7,000,000
8
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2023
EDGAR ↗Arctic Management Holdco, LLCshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYOther6$65,504,605
offering Indefinite · similar: $500,000–$7,000,000
58
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2026
EDGAR ↗Kelso Breathe Investor, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2021–2021
EDGAR ↗Kelso Breathe Investor (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2021–2021
EDGAR ↗Kelso Breathe Investor (DE) 2, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2021–2021
EDGAR ↗Kelso Breathe Investor 2, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2021–2021
EDGAR ↗Kelso X Pie Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2021–2021
EDGAR ↗Pie Management Holdco, LLCshared peopleNEW YORK, NYOther6$64,494,289
offering Indefinite · similar: $500,000–$7,000,000
49
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2026
EDGAR ↗Kelso Investment Associates XI, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund4$2,818,034,500
offering Indefinite · similar: $155,000–$5,250,000
148
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗KIA XI Feeder, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund3$129,150,000
offering Indefinite · similar: $155,000–$5,250,000
33
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2023
EDGAR ↗KSN Fund XI, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund2$45,600,000
offering Indefinite · similar: $155,000–$5,250,000
65
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2022
EDGAR ↗Knowledge Pro Holdings, L.P.shared people, same person name on both filings, same business addressNEW YORK, NYOther1$60,707,327
offering Indefinite · similar: $500,000–$7,000,000
27
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2021
EDGAR ↗Kelso XI Indigo Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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 ↗Indigo INV Holdings, L.P.shared people, same person name on both filings, same business addressNEW YORK, NYOther5$71,866,921
offering Indefinite · similar: $500,000–$7,000,000
55
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2026
EDGAR ↗KIA XI Waterloo SPV, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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 ↗KIA XI Waterloo SPV (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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 ↗Kelso XI Heights Co-Investment (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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 ↗Kelso XI Heights Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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 ↗Heights Management Holdco, LLCshared people, same person name on both filings, same business address, similar issuer namesNEW YORK, NYOther6$146,339,662
offering Indefinite · similar: $500,000–$7,000,000
157
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2026
EDGAR ↗Eagle Family Foods Group Management Holdings, LLCshared people, same business address, similar issuer namesNEW YORK, NYOther5$248,941
offering Indefinite · similar: $500,000–$7,000,000
18
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2022–2026
EDGAR ↗Kelso XI Indigo Co-Investment II, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2023–2023
EDGAR ↗Kelso XI Tailwind Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2023–2023
EDGAR ↗Kelso XI Tailwind Co-Investment (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2023–2023
EDGAR ↗Belmont TopCo Holdings, L.P.shared people, same business addressNEW YORK, NYOther4$32,372,857
offering Indefinite · similar: $500,000–$7,000,000
41
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2023–2026
EDGAR ↗BradyIFS Management Holdco, LLCshared people, same person name on both filingsLAS VEGAS, NVOther2$28,115,900
offering Indefinite · similar: $500,000–$7,000,000
162
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2023–2024
EDGAR ↗KIA X Knight SPV, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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 ↗KIA X Knight SPV (DE), L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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 ↗Kelso XI Bison Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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 ↗KIA Teton, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or 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
2026–2026
EDGAR ↗KEP Teton, LLCshared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or 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
2026–2026
EDGAR ↗Kelso XI Bison-BDI Co-Investment, L.P.shared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, 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
2026–2026
EDGAR ↗Beam Management Holdco, LLCshared people, same business addressNEW YORK, NYOther1$0
offering Indefinite · similar: $500,000–$7,000,000
9
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2026–2026
EDGAR ↗Bison-BDI Management HoldCo, L.P.shared people, same person name on both filings, same business addressNEW YORK, NYOther1$1,950,000
offering Indefinite · similar: $500,000–$7,000,000
3
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (7 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 14, 2026Eagle Family Foods Group Management Holdings, LLCD/AOtherIndefinite$248,941
EDGAR ↗Oct 8, 2026Belmont TopCo Holdings, L.P.D/AOtherIndefinite$32,372,857
EDGAR ↗Oct 6, 2026Indigo INV Holdings, L.P.D/AOtherIndefinite$71,866,921
EDGAR ↗Aug 26, 2026Heights Management Holdco, LLCD/AOtherIndefinite$146,339,662
EDGAR ↗Aug 20, 2026Bison-BDI Management HoldCo, L.P.DOtherIndefinite$1,950,000
EDGAR ↗Aug 6, 2026Beam Management Holdco, LLCDOtherIndefinite$0
EDGAR ↗Jul 8, 2026Kelso XI Bison-BDI Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 13, 2026Pie Management Holdco, LLCD/AOtherIndefinite$64,494,289
EDGAR ↗Jan 20, 2026KEP Teton, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Jan 12, 2026KIA Teton, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 12, 2026Arctic Management Holdco, LLCD/AOtherIndefinite$65,504,605
EDGAR ↗Oct 14, 2025Eagle Family Foods Group Management Holdings, LLCD/AOtherIndefinite$243,641
EDGAR ↗Aug 26, 2025Heights Management Holdco, LLCD/AOtherIndefinite$145,179,657
EDGAR ↗Jul 1, 2025Belmont TopCo Holdings, L.P.D/AOtherIndefinite$15,373,857
EDGAR ↗Jun 9, 2025Indigo INV Holdings, L.P.D/AOtherIndefinite$63,046,225
EDGAR ↗Apr 11, 2025Pie Management Holdco, LLCD/AOtherIndefinite$64,494,289
EDGAR ↗Jan 10, 2025Arctic Management Holdco, LLCD/AOtherIndefinite$64,064,310
EDGAR ↗Dec 26, 2024BradyIFS Management Holdco, LLCD/AOtherIndefinite$28,115,900
EDGAR ↗Oct 15, 2024Eagle Family Foods Group Management Holdings, LLCD/AOtherIndefinite$243,641
EDGAR ↗Aug 28, 2024Heights Management Holdco, LLCD/AOtherIndefinite$122,319,577
EDGAR ↗Jul 18, 2024Kelso XI Bison Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 3, 2024Belmont TopCo Holdings, L.P.D/AOtherIndefinite$11,430,090
EDGAR ↗Jun 7, 2024Indigo INV Holdings, L.P.D/AOtherIndefinite$47,631,225
EDGAR ↗Jun 6, 2024KIA X Knight SPV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 6, 2024KIA X Knight SPV (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 12, 2024Pie Management Holdco, LLCD/AOtherIndefinite$64,494,289
EDGAR ↗Jan 9, 2024Arctic Management Holdco, LLCD/AOtherIndefinite$59,064,310
EDGAR ↗Dec 26, 2023BradyIFS Management Holdco, LLCDOtherIndefinite$0
EDGAR ↗Oct 13, 2023Eagle Family Foods Group Management Holdings, LLCD/AOtherIndefinite$113,000
EDGAR ↗Oct 3, 2023Kelso Investment Associates XI, L.P.D/APooled Investment FundIndefinite$2,818,034,500
EDGAR ↗Sep 28, 2023KIA XI Feeder, L.P.D/APooled Investment FundIndefinite$129,150,000
EDGAR ↗Sep 28, 2023Kelso Investment Associates XI, L.P.D/APooled Investment FundIndefinite$2,671,684,500
EDGAR ↗Aug 28, 2023Heights Management Holdco, LLCD/AOtherIndefinite$122,219,577
EDGAR ↗Jul 5, 2023Belmont TopCo Holdings, L.P.DOtherIndefinite$7,583,700
EDGAR ↗Jun 7, 2023Indigo INV Holdings, L.P.D/AOtherIndefinite$47,356,225
EDGAR ↗Jun 1, 2023Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗May 5, 2023Kelso XI Tailwind Co-Investment (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 5, 2023Kelso XI Tailwind Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 14, 2023Pie Management Holdco, LLCD/AOtherIndefinite$62,494,289
EDGAR ↗Jan 26, 2023Kelso XI Indigo Co-Investment II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 9, 2023Arctic Management Holdco, LLCD/AOtherIndefinite$58,898,860
EDGAR ↗Jan 9, 2023Arctic Topco, LLCD/AOtherIndefinite$124,910,156
EDGAR ↗Dec 2, 2022IFS Management Holdco, LLCD/AOtherIndefinite$37,544,270
EDGAR ↗Oct 13, 2022Eagle Family Foods Group Management Holdings, LLCDOtherIndefinite$113,000
EDGAR ↗Sep 28, 2022KSN Fund XI, L.P.D/APooled Investment FundIndefinite$45,600,000
EDGAR ↗Sep 28, 2022KIA XI Feeder, L.P.D/APooled Investment FundIndefinite$114,100,000
EDGAR ↗Sep 28, 2022Kelso Investment Associates XI, L.P.D/APooled Investment FundIndefinite$1,673,034,500
EDGAR ↗Aug 26, 2022Heights Management Holdco, LLCDOtherIndefinite$121,249,577
EDGAR ↗Aug 26, 2022Heights Management Holdco, LLCDOtherIndefinite$121,249,577
EDGAR ↗Aug 18, 2022Kelso XI Heights Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 18, 2022Kelso XI Heights Co-Investment (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 14, 2022Eagle Family Foods Group Holdings, LLCDOtherIndefinite$0
EDGAR ↗Jun 10, 2022KIA XI Waterloo SPV (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 10, 2022KIA XI Waterloo SPV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 7, 2022Indigo INV Holdings, L.P.DOtherIndefinite$13,240,626
EDGAR ↗May 17, 2022Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗May 13, 2022Kelso XI Indigo Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 15, 2022Pie Management Holdco, LLCD/AOtherIndefinite$59,244,289
EDGAR ↗Jan 7, 2022Arctic Management Holdco, LLCD/AOtherIndefinite$57,655,360
EDGAR ↗Jan 7, 2022Arctic Topco, LLCD/AOtherIndefinite$124,910,156
EDGAR ↗Dec 23, 2021Knowledge Pro Holdings, L.P.DOtherIndefinite$60,707,327
EDGAR ↗Dec 2, 2021IFS Management Holdco, LLCD/AOtherIndefinite$27,108,419
EDGAR ↗Oct 25, 2021KSN Fund XI, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 28, 2021KIA XI Feeder, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 28, 2021Kelso Investment Associates XI, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 17, 2021Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗Apr 16, 2021Pie Management Holdco, LLCDOtherIndefinite$31,110,000
EDGAR ↗Mar 30, 2021Kelso X Pie Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2021Kelso Breathe Investor 2, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2021Kelso Breathe Investor (DE) 2, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2021Kelso Breathe Investor (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 10, 2021Kelso Breathe Investor, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 7, 2021Arctic Management Holdco, LLCDOtherIndefinite$14,595,000
EDGAR ↗Jan 7, 2021Arctic Topco, LLCDOtherIndefinite$30,354,000
EDGAR ↗Dec 21, 2020Kelso X IFS Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 2, 2020Kelso X Restore Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 2, 2020IFS Management Holdco, LLCD/AOtherIndefinite$9,626,945
EDGAR ↗Aug 28, 2020LBM Acquisition, LLCD/AOtherIndefinite$577,934,068
EDGAR ↗May 14, 2020Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗Feb 26, 2020Kelso Ranger RSC Investor, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 21, 2020LBM Management Holdings, LLCD/AOtherIndefinite$1,244,102
EDGAR ↗Feb 18, 2020Kelso X RSC Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 3, 2019IFS Management Holdco, LLCDOtherIndefinite$2,450,000
EDGAR ↗Aug 30, 2019LBM Acquisition, LLCD/AOtherIndefinite$577,934,068
EDGAR ↗Jul 15, 2019Watchtower Management Holdco, LLCDOtherIndefinite$99,174,368
EDGAR ↗Jul 15, 2019Watchtower Topco, LLCDOtherIndefinite$99,674,368
EDGAR ↗Jul 12, 2019SIRIUS COMPUTER SOLUTIONS HOLDCO, LPDOther TechnologyIndefinite$66,627,842
EDGAR ↗Jun 25, 2019Kelso Watchtower Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 25, 2019Kelso Watchtower Co-Investment (DE), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 25, 2019PowerTeam Management Feeder, LLCDOther EnergyIndefinite$30,155,000
EDGAR ↗Mar 5, 2019KSN Fund X, L.P.D/APooled Investment FundIndefinite$31,700,000
EDGAR ↗Mar 5, 2019Kelso Investment Associates X, L.P.D/APooled Investment FundIndefinite$2,189,975,000
EDGAR ↗Mar 5, 2019KIA X Feeder, L.P.D/APooled Investment FundIndefinite$85,400,000
EDGAR ↗Feb 22, 2019LBM Management Holdings, LLCD/AOtherIndefinite$1,244,102
EDGAR ↗Dec 10, 2018SCS Holdco, LLCD/AOtherIndefinite$267,787,158
EDGAR ↗Aug 31, 2018LBM Acquisition, LLCD/AOtherIndefinite$577,934,068
EDGAR ↗Aug 3, 2018Fastener Holdco, LLCD/AManufacturingIndefinite$186,023,792
EDGAR ↗Jun 26, 2018PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$35,105,723
EDGAR ↗Jun 19, 2018Kelso Badger Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 27, 2018Kelso HH Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 25, 2018Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗Mar 12, 2018KSN Fund X, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 12, 2018Kelso Investment Associates X, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 12, 2018KIA X Feeder, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 23, 2018LBM Management Holdings, LLCD/AOtherIndefinite$1,218,764
EDGAR ↗Dec 12, 2017SCS Holdco, LLCD/AOtherIndefinite$267,187,158
EDGAR ↗Oct 27, 2017Ajax Resources Holdings LLCD/AOtherIndefinite$297,987,645
EDGAR ↗Oct 26, 2017Kelso FCH Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 31, 2017LBM Acquisition, LLCD/AOtherIndefinite$577,934,068
EDGAR ↗Aug 3, 2017Fastener Holdco, LLCD/AManufacturingIndefinite$177,578,792
EDGAR ↗Jun 26, 2017PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$35,080,772
EDGAR ↗Apr 25, 2017Resolute Investment Holdings, LLCD/AOtherIndefinite$342,234,830
EDGAR ↗Feb 23, 2017LBM Management Holdings, LLCD/AOtherIndefinite$1,218,764
EDGAR ↗Dec 20, 2016K-P Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 10, 2016SCS Holdco, LLCD/AOtherIndefinite$263,387,158
EDGAR ↗Oct 26, 2016Ajax Resources Holdings LLCD/AOtherIndefinite$297,987,645
EDGAR ↗Sep 1, 2016LBM Acquisition, LLCD/AOtherIndefinite$577,059,068
EDGAR ↗Aug 3, 2016Fastener Holdco, LLCDManufacturingIndefinite$168,793,180
EDGAR ↗Jul 28, 2016Wyatt Energy Partners I, LtdDOil and Gas$50,000,000$0
EDGAR ↗Jun 24, 2016PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$35,030,772
EDGAR ↗May 9, 2016Resolute Investment Holdings, LLCD/AOtherIndefinite$342,223,920
EDGAR ↗Feb 26, 2016LBM Management Holdings, LLCDOtherIndefinite$768,764
EDGAR ↗Jan 14, 2016Eagle Family Foods Group Holdings, LLCDOtherIndefinite$3,000,000
EDGAR ↗Dec 17, 2015KSN Fund IX, L.P.D/APooled Investment FundIndefinite$54,350,000
EDGAR ↗Nov 13, 2015SCS Holdco, LLCDOtherIndefinite$261,383,111
EDGAR ↗Nov 13, 2015Kelso RSC Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 4, 2015KIA IX Feeder, L.P.D/APooled Investment FundIndefinite$32,600,000
EDGAR ↗Oct 26, 2015Ajax Resources Holdings LLCDOtherIndefinite$167,007,801
EDGAR ↗Oct 22, 2015Kelso SCS Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 20, 2015Roadhouse Holding Inc.D/AOtherIndefinite$0
EDGAR ↗Oct 16, 2015Kelso Yellowrose Co-Investment, L.P.DPooled Investment FundIndefinite$167,600,000
EDGAR ↗Sep 3, 2015LBM Acquisition, LLCDOtherIndefinite$558,277,068
EDGAR ↗Aug 3, 2015Kelso Hammer Co-Investment, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jun 22, 2015PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$34,970,131
EDGAR ↗Jun 19, 2015Kelso Investment Associates IX, L.P.D/APooled Investment FundIndefinite$1,079,000,000
EDGAR ↗Jun 8, 2015Kelso Investment Associates IX, L.P.D/APooled Investment FundIndefinite$1,079,000,000
EDGAR ↗May 13, 2015Resolute Investment Holdings, LLCDOtherIndefinite$342,223,920
EDGAR ↗May 12, 2015SCS HOLDINGS I, INC.DOther Technology$3,999,942$3,999,942
EDGAR ↗Feb 17, 2015Kelso Investment Associates IX, L.P.D/APooled Investment FundIndefinite$914,510,000
EDGAR ↗Dec 18, 2014KSN Fund IX, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 4, 2014KIA IX Feeder, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Nov 4, 2014Kelso Investment Associates IX, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 20, 2014Roadhouse Holding Inc.D/AOtherIndefinite$0
EDGAR ↗Jul 7, 2014PowerTeam Services Holdco, LLCD/AOther EnergyIndefinite$34,634,589
EDGAR ↗Apr 22, 2014Roadhouse Holding Inc.D/AOtherIndefinite$0
EDGAR ↗Oct 15, 2013Oak Holdings, LLCDRetailingIndefinite$40,000
EDGAR ↗May 10, 2013PowerTeam Services Holdco, LLCDOther EnergyIndefinite$28,674,605
EDGAR ↗Mar 25, 2013Roadhouse Holding Inc.DOtherIndefinite$0
EDGAR ↗Jan 3, 2013PowerTeam Services Holdco, LLCDOther EnergyIndefinite$25,605,000
EDGAR ↗Apr 9, 2012Oak Holdings, LLCDRetailingIndefinite$279,334,410
EDGAR ↗Feb 2, 2011BUCKEYE PARTNERS, L.P.DOther Energy$825,001,580$825,001,580
EDGAR ↗Dec 7, 2010SCS HOLDINGS I, INC.DOther Technology$40,550,000$0
EDGAR ↗Sep 27, 2010Roadhouse Holding Inc.DOtherIndefinite$0

Activity: 5 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 14, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2010), Other Technology (2010), Other Energy (2011), Retailing (2012), Other Energy (2013), Other (2013), Other Energy (2013), Retailing (2013), Pooled Investment Fund (2014), Other Technology (2015), Other (2015), Pooled Investment Fund (2015), Other (2015), Pooled Investment Fund (2015), Other (2015), Pooled Investment Fund (2015), Other (2015–2016), Oil and Gas (2016), Manufacturing (2016), Pooled Investment Fund (2016–2018), Other Energy (2019), Pooled Investment Fund (2019), Other Technology (2019), Other (2019), Pooled Investment Fund (2020), Other (2021), Pooled Investment Fund (2021), Other (2021), Pooled Investment Fund (2021), Other (2021), Pooled Investment Fund (2022), Other (2022), Pooled Investment Fund (2022), Other (2022), Pooled Investment Fund (2022), Other (2022), Pooled Investment Fund (2023), Other (2023), Pooled Investment Fund (2024–2026). Latest offering: Other (2026; most recent Aug 20, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
Howard A. MatlinExecutive Officer, Director54Sep 27, 2010 → Jul 8, 2026
James J. Connors, IIExecutive Officer, Director50Sep 27, 2010 → Jul 8, 2026
Frank J. LoverroDirector, Executive Officer45Feb 2, 2011 → Oct 8, 2026
Henry Mannix IIIExecutive Officer, Director45Jan 3, 2013 → Oct 8, 2026
Philip E. BerneyDirector, Executive Officer45Sep 27, 2010 → Jul 8, 2026
William WooExecutive Officer, Director44Jun 25, 2019 → Oct 14, 2026
Christopher L. CollinsExecutive Officer, Director44Apr 9, 2012 → Jul 8, 2026
Church M. MooreDirector43Nov 4, 2014 → Oct 8, 2026
Thomas R. Wall, IVDirector43Apr 9, 2012 → Jul 8, 2026
David I. WahrhaftigDirector43Apr 9, 2012 → Jul 8, 2026
Frank K. Bynum, Jr.Director43Nov 4, 2014 → Jul 8, 2026
Matthew S. EdgertonExecutive Officer, Director42Apr 9, 2012 → Oct 14, 2026
Michael B. GoldbergDirector42Nov 4, 2014 → Jul 8, 2026
Frank T. NickellExecutive Officer, Director42Nov 4, 2014 → Jul 8, 2026
George E. MatelichDirector42Nov 4, 2014 → Jul 8, 2026
Alec J. HufnagelExecutive Officer, Director39Oct 26, 2015 → Oct 6, 2026
Stephen C. DuttonDirector, Executive Officer37Sep 27, 2010 → Aug 26, 2026
Anna Lynn AlexanderDirector33Mar 12, 2018 → Jul 8, 2026
Stanley de J. OsborneExecutive Officer, Director31Jan 3, 2013 → Dec 2, 2022
David L. CohenExecutive Officer, Director28Jun 25, 2019 → Jul 8, 2026
Michael P. NicholsDirector26Feb 18, 2020 → Jul 8, 2026
Joseph Marc KopilakExecutive Officer, Director25Sep 28, 2021 → Oct 14, 2026
Stanley de J. OsborneDirector19Sep 27, 2010 → Jul 8, 2026
Beth G. NeumannDirector14Sep 28, 2021 → Jul 18, 2024
John K. KimDirector14Nov 4, 2014 → Mar 5, 2019
Kelso GP X, L.P. entityPromoter13Mar 12, 2018 → Mar 30, 2021
Paul A. BridwellDirector13Aug 3, 2015 → Jun 19, 2018
William FrayerExecutive Officer, Director9Jun 7, 2022 → Oct 6, 2026
Lynn AlexanderDirector9Nov 4, 2014 → Oct 26, 2017
Kelso GP XI, L.P. entityPromoter7Sep 28, 2021 → Jul 8, 2026
Forrest ComptonExecutive Officer, Director6Jun 26, 2018 → Jul 8, 2026
Michael J. LeTourneauDirector6Dec 20, 2016 → Mar 5, 2019
Kelso GP IX, L.P. entityPromoter6Nov 4, 2014 → Apr 27, 2018
Joe KopilakExecutive Officer5Dec 23, 2021 → Oct 6, 2026
Hugh McBrideExecutive Officer, Director4Jul 5, 2023 → Oct 8, 2026
Keith CastaldiExecutive Officer, Director4Aug 3, 2016 → Dec 26, 2023
KIA X (Breathe) GP, L.P. entityPromoter4Feb 10, 2021 → Feb 10, 2021
Forrest WylieExecutive Officer, Director4Feb 2, 2011 → Jun 26, 2018
Bill FrayerExecutive Officer, Director3Jan 7, 2021 → Oct 14, 2026
Steve DuttonExecutive Officer, Director3Jul 15, 2019 → Dec 23, 2021
Terry V. JohnsonExecutive Officer3Dec 7, 2010 → Jul 12, 2019
Sandy OsborneDirector2Jan 7, 2022 → Oct 6, 2026
KIA X (Knight) GP, L.P. entityPromoter2Jun 6, 2024 → Jun 6, 2024
KIA XI (Tailwind) GP, L.P. entityPromoter2May 5, 2023 → May 5, 2023
Hilary SimonsExecutive Officer2Jul 14, 2022 → Oct 13, 2022
KIA XI (Heights) GP, L.P. entityPromoter2Aug 18, 2022 → Aug 18, 2022
KIA XI (Waterloo) GP, L.P. entityPromoter2Jun 10, 2022 → Jun 10, 2022
John Brad CrouchExecutive Officer2Jan 7, 2021 → Jan 7, 2021
Jeffrey G. UmosellaExecutive Officer2Sep 3, 2015 → Aug 28, 2020
Michelle PollockExecutive Officer2Sep 1, 2016 → Aug 28, 2020
Larry T. GibsonExecutive Officer, Director2Sep 3, 2015 → Aug 28, 2020
Patrick McGuinessExecutive Officer2Feb 23, 2017 → Aug 28, 2020
Jonathon HeldExecutive Officer, Director2Jul 15, 2019 → Jul 15, 2019
C. Joseph Mertens IIExecutive Officer, Director2Dec 10, 2018 → Jul 12, 2019
KIA X (Watchtower) GP, L.P. entityPromoter2Jun 25, 2019 → Jun 25, 2019
W. Thomas NewellExecutive Officer2Jun 22, 2015 → Apr 25, 2019
Steven B. WyattDirector, Executive Officer2Oct 26, 2015 → Oct 27, 2017
Harvey R. KlingensmithExecutive Officer, Director2Oct 26, 2015 → Oct 26, 2016
Richard KolaczewskiExecutive Officer2Sep 3, 2015 → Sep 1, 2016
Debbie SebastianExecutive Officer1Oct 15, 2024 → Oct 14, 2026

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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