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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:17 AM ET

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Avy Stein

Named as an officer, director or promoter on SEC Form D filings · IL · Dec 4, 2018 → Sep 23, 2026

58deals (issuers)
$3.1Breported sold
4,279investors
91Form D filings
2018–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Avy Stein is listed as an executive officer and promoter on 91 SEC Form D filings by 58 issuers between Dec 2018 and Sep 2026. Largest by amount reported sold: Altair CHP Fund, LLC (Chicago, IL — pooled investment fund — 2024–2026; $789.5M reported sold to 243 investors), Cresset Partners Private Credit Fund, LLC (Chicago, IL — pooled investment fund — 2022–2024; $440M reported sold to 611 investors), Meristem Global Equity Fund LLC (Chicago, IL — pooled investment fund — 2023–2026; $278.1M reported sold to 189 investors), Cresset High Yield Municipal Fund, LLC (Chicago, IL — pooled investment fund — 2023–2026; $233.1M reported sold to 247 investors), Cresset-Diversified QOZ Fund, L.P. - RE Series (Chicago, IL — pooled investment fund — 2018–2019; $183.1M reported sold to 219 investors) and 53 more (all listed below).

What this means That is a lot of deals — 58 separate companies raised money with this person listed as executive officer and promoter, over about 8 years. Across those companies the filings report $3.1B sold in total.

Listed alongside Eric Becker (90 shared filings), William A. Rudnick (64 shared filings), Michael Miller (14 shared filings), Cresset Fund Investment Management Services, LLC (12 shared filings, management entity), Jeffrey Cherner (12 shared filings) and 53 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Avy. Each name links to their own page.

The issuers belong to 4 sponsor groups: Cresset (48 issuers, $1.84B reported sold, 2009–2025), Cresset (47 issuers, $1.88B reported sold, 2010–2026), Cresset Direct (5 issuers, $123.6M reported sold, 2022–2024) and Group linked by Avy Stein (2 issuers, $88.3M reported sold, 2024–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

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

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 91 public filings for Avy Stein and found 10 differences, 2 worth asking the sponsor about: Amount sold went down between filings; Avy Stein is no longer listed on the Apr 1, 2026 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 Avy Stein has not run yet — it is joining a line of 50,863 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Avy Stein..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

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

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 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

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

10 differences found between the filings for Avy Stein — 2 worth asking about (compared the newest 50 of 91 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 2, 2025 – Apr 1, 2026

Amount sold went down between filings — Ventures II, LP

The Apr 2, 2025 filing says $84,925,000 sold; the Apr 1, 2026 Form D/A says $79,382,989 sold — $5,542,011 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Apr 2, 2025 ↗Form D/A (later) · Apr 1, 2026 ↗Ventures II, LP — PartnerFacts page ↗
Sources
Note · Nov 22, 2021 – May 22, 2025

10 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Ventures II Feeder, LLC (latest filing May 22, 2025) · No amendment in the last 12 months on an offering that may still be open — Cresset Partners Private Credit Fund, LLC (latest filing Dec 5, 2024) · No amendment in the last 12 months on an offering that may still be open — Cresset Direct Investments, LLC - Series 5 (latest filing Nov 27, 2024) · No amendment in the last 12 months on an offering that may still be open — Cresset Employee Fund I, LLC (latest filing Nov 13, 2024) · No amendment in the last 12 months on an offering that may still be open — Cresset Direct Investments, LLC - Series 7 (latest filing Oct 18, 2024) · and 5 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · May 22, 2025 ↗Ventures II Feeder, LLC — PartnerFacts page ↗Form D/A · Dec 5, 2024 ↗Cresset Partners Private Credit Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Apr 2, 2025 – Apr 1, 2026

Avy Stein is no longer listed on the Apr 1, 2026 amendment — Ventures II, LP

Avy Stein appears on the Apr 2, 2025 Form D/A (executive officer) but not on the Apr 1, 2026 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Apr 2, 2025 ↗Form D/A · Apr 1, 2026 ↗Avy Stein — PartnerFacts page ↗Ventures II, LP — PartnerFacts page ↗
Sources
Note · May 15, 2025 – May 29, 2026

Avy Stein's role changed at Altair CHP Fund II, LLC: executive officer → executive officer, promoter

The May 15, 2025 filing lists Avy Stein as executive officer; the May 29, 2026 Form D/A lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · May 15, 2025 ↗Form D/A · May 29, 2026 ↗Avy Stein — PartnerFacts page ↗Altair CHP Fund II, LLC — PartnerFacts page ↗
Sources
Note · May 15, 2025 – May 29, 2026

Avy Stein's role changed at Altair CHP Fund, LLC: executive officer → executive officer, promoter

The May 15, 2025 filing lists Avy Stein as executive officer; the May 29, 2026 Form D/A lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · May 15, 2025 ↗Form D/A · May 29, 2026 ↗Avy Stein — PartnerFacts page ↗Altair CHP Fund, LLC — PartnerFacts page ↗
Sources
Note · May 15, 2025 – May 29, 2026

Avy Stein's role changed at Altair CHP Offshore Fund II, Ltd.: executive officer → executive officer, promoter

The May 15, 2025 filing lists Avy Stein as executive officer; the May 29, 2026 Form D/A lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · May 15, 2025 ↗Form D/A · May 29, 2026 ↗Avy Stein — PartnerFacts page ↗Altair CHP Offshore Fund II, Ltd. — PartnerFacts page ↗
Sources
Note · Apr 2, 2025 – Apr 1, 2026

Minimum investment changed between filings — Ventures II, LP

The Apr 2, 2025 filing lists a minimum of $250,000; the Apr 1, 2026 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Apr 2, 2025 ↗Form D/A (later) · Apr 1, 2026 ↗Ventures II, LP — PartnerFacts page ↗
Sources
Note · Jun 25, 2013 – Jan 27, 2020

Reported net asset value range changed between filings — Meristem Global Equity Fund LLC

"Not Applicable" (Jun 25, 2013); then "Decline to Disclose" (Jan 27, 2020).

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

Form D · Jun 25, 2013 ↗Form D/A · Jan 27, 2020 ↗Meristem Global Equity Fund LLC — PartnerFacts page ↗
Sources
Note · Jan 28, 2022 – Jan 30, 2023

Address moved from Minnetonka, MN to Chicago, IL — Cresset High Yield Municipal Fund, LLC

The people listed on the Jan 28, 2022 filing give Minnetonka, MN; on the Jan 30, 2023 filing they give Chicago, IL. The address now on file (444 W. Lake St., Suite 4700, Chicago, IL) is a registered-agent or shared-office address used by 236 issuers.

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

Form D/A · Jan 28, 2022 ↗Form D/A · Jan 30, 2023 ↗Cresset High Yield Municipal Fund, LLC — PartnerFacts page ↗
Sources
Note · Jan 28, 2022 – Jan 30, 2023

Address moved from Minnetonka, MN to Chicago, IL — Meristem Global Equity Fund LLC

The people listed on the Jan 28, 2022 filing give Minnetonka, MN; on the Jan 30, 2023 filing they give Chicago, IL. The address now on file (444 W. Lake Street, Suite 4700, Chicago, IL) is a registered-agent or shared-office address used by 236 issuers.

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

Form D/A · Jan 28, 2022 ↗Form D/A · Jan 30, 2023 ↗Meristem Global Equity Fund LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 91 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 58 offerings report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $19,500. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 23, 2026 D
Private Equity - FP Infra V, L.P.
File 021-598482
$0$0$0None listed on this filingEDGAR ↗
Sep 15, 2026 D
Venture Capital Access Fund 1, L.P.
File 021-597481
$0$0$0None listed on this filingEDGAR ↗
Sep 2, 2026 D
Private Equity - PX3 Fund II, L.P.
File 021-596237
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2026 D
Mtge Opportunities Fund, L.P.
File 021-591314
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D
Direct Investment Fund IV Tax-Exempt L.P.
File 021-589165
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D
Direct Investment Fund IV, L.P.
File 021-589202
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2026 D
Stonelake VIII Access Fund, L.P.
File 021-586776
$0$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
Altair CHP Fund II, LLC
File 021-513363
$0$0$0 (est.)
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
May 29, 2026 D/A
Altair CHP Offshore Fund II, Ltd.
File 021-513773
$0$0$19,500 (est.)
Reflects an estimate of the annual amount paid to directors.
None listed on this filingEDGAR ↗
May 29, 2026 D/A
Altair CHP Fund, LLC
File 021-513766
$0$0$0 (est.)
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
May 13, 2026 D
Venture Opportunity Series Fund, L.P. - Series 2
File 021-583891
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2026 D
Venture Opportunity Series Fund, L.P. - Series 1
File 021-581260
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
Private Equity - Layer Global I (TE), L.P.
File 021-579221
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
Private Equity - Layer Global I, L.P.
File 021-579219
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2026 D
Real Estate - PP III, L.P.
File 021-576089
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D/A
Meristem Global Equity Fund LLC
File 021-198543
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D/A
Cresset High Yield Municipal Fund, LLC
File 021-288264
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2025 D/A
Peakline Real Estate BTR Fund I, LLC
File 021-530038
$0$0$0
Customary fees are paid by the Issuer to the Manager and the Managing Member as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
May 22, 2025 D/A
Ventures II Feeder, LLC
File 021-514234
$0$0$0
Customary fees are paid as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Apr 2, 2025 D/A
Ventures II, LP
File 021-509277
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Dec 5, 2024 D/A
Cresset Partners Private Credit Fund, LLC
File 021-466971
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Nov 27, 2024 D/A
Cresset Direct Investments, LLC - Series 5
File 021-498366
$0 (est.)$0 (est.)$0 (est.)
Cresset Direct Investment Management I, LLC recieves customary management fees
None listed on this filingEDGAR ↗
Nov 13, 2024 D/A
Cresset Employee Fund I, LLC
File 021-419501
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 18, 2024 D
Cresset Direct Investments, LLC - Series 7
File 021-527181
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 29, 2024 D/A
Cresset Direct Investments, LLC - Series 1
File 021-457586
$0 (est.)$0 (est.)$0 (est.)
The Manager receives customary management fees.
None listed on this filingEDGAR ↗
Jul 25, 2024 D/A
Cresset Partners Private Equity Opportunities I, LLC
File 021-467100
$0$0$0
Customary fees are paid by the Issuer to the Managing Member as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jun 20, 2024 D/A
Cresset Partners Private Credit Fund (Onshore Feeder), LLC
File 021-484777
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Mar 14, 2024 D/A
Cresset Ventures I, LLC
File 021-437503
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Nov 9, 2023 D
Cresset Direct Investments, LLC - Series 4
File 021-496909
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 19, 2023 D/A
Cresset Ventures I Feeder, LLC
File 021-461891
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's Offering materials.
None listed on this filingEDGAR ↗
Aug 28, 2023 D
Cresset Direct Investments, LLC - Series 3
File 021-490787
$0 (est.)$0 (est.)$0 (est.)
The Managing Member receives customary management fees.
None listed on this filingEDGAR ↗
Aug 25, 2023 D
Cresset Partners Private Equity Co-Investment Fund, LP - Series I
File 021-490699
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Aug 25, 2023 D
Private Equity Vintage Fund, LP - Cresset Series 2024
File 021-490677
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jul 17, 2023 D
Cresset Capital Management LLC
File 021-487062
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Nov 15, 2022 D/A
Cresset Private Credit Access II, LLC
File 021-421671
$0$0$0 (est.)
Customary fees are paid by the Issuer to the Managing Member as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
May 13, 2022 D
C-D QOZ II Main Street (Co-Invest), LP
File 021-445618
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Apr 28, 2022 D/A
Cresset Partners Asset Management Fund I, LLC
File 021-387771
$0$0$0
Customary fees are paid by the Issuer to the Managing Member as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Mar 22, 2022 D
Cresset Partners BDC Fund II, LLC
File 021-438310
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Nov 18, 2021 D
C-D QOZ II Garfield (Co-Invest), LP
File 021-421667
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Nov 18, 2021 D
Cresset Real Estate Logistics Fund I-B, LLC
File 021-421674
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Sep 27, 2021 D
Cresset Private Capital WMC II, LLC
File 021-414745
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer?s offering materials.
None listed on this filingEDGAR ↗
Jul 15, 2021 D
CRE Logistics Glendale I (Co-Invest), LLC
File 021-406438
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jul 15, 2021 D
CRE Logistics Whiteland (Co-Invest), LLC
File 021-406440
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
May 24, 2021 D
C-D QOZ II Fat Village (Co-Invest), LP
File 021-400368
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Apr 28, 2021 D
Cresset Real Estate Logistics Fund I, LLC
File 021-397447
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer?s offering materials.
None listed on this filingEDGAR ↗
Apr 28, 2021 D
Cresset Diversified Hospitality Fund I, LLC
File 021-397445
$0$0$0 (est.)
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer?s offering materials.
None listed on this filingEDGAR ↗
Apr 28, 2021 D
Cresset Private Capital CSC, LLC
File 021-397446
$0$0$0 (est.)
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer?s offering materials.
None listed on this filingEDGAR ↗
Jan 22, 2021 D
Cresset Partners BDC Fund I, LLC
File 021-387110
$0$0$0
Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Oct 30, 2020 D
Cresset WMC Imola (Co-Invest), LLC
File 021-379377
$0$0$0
Customary fees are paid by the Issuer to the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jul 8, 2020 D
Cresset-Diversified QOZ Fund II, L.P.
File 021-370461
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Dec 5, 2019 D/A
Cresset-Diversified QOZ Fund, L.P. - RE Series
File 021-327146
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Dec 5, 2019 D/A
Cresset-Diversified QOZ Fund, L.P. - Private Co Series
File 021-327143
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Aug 6, 2019 D
Cresset Private Capital WMC I, LLC
File 021-345873
$0$0$0
Customary fees are paid by the Issuer to the Manager and the Special Member as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jul 17, 2019 D
C-D QOZ Eleven West (Co-Invest), LP
File 021-344523
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jul 17, 2019 D
C-D QOZ FINERY (CO-INVEST), LP
File 021-344528
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jul 17, 2019 D
C-D QOZ WYNKOOP (CO-INVEST) LP
File 021-344526
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jul 17, 2019 D
C-D QOZ WYNKOOP (CO-INVEST) II LP
File 021-344524
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Jan 31, 2019 D
C-D QOZ Block 42 (Co-Invest), LP
File 021-331880
$0$0$0
Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials.
None 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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 58

Every issuer that named Avy Stein on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

PE
Pooled Investment Fund · group: Cresset

Private Equity - FP Infra V, L.P.

San Francisco, CA · Sep 23, 2026
  • Sep 23, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

VC
Pooled Investment Fund · group: Cresset

Venture Capital Access Fund 1, L.P.

San Francisco, CA · Sep 15, 2026
  • Sep 15, 2026 · D · $27,015,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

Raised $27M from 60 investors as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

PE
Pooled Investment Fund · group: Cresset

Private Equity - PX3 Fund II, L.P.

San Francisco, CA · Sep 2, 2026
  • Sep 2, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

MO
Pooled Investment Fund · group: Cresset

Mtge Opportunities Fund, L.P.

San Francisco, CA · Jul 17, 2026
  • Jul 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

DI
Pooled Investment Fund · group: Cresset

Direct Investment Fund IV, L.P.

San Francisco, CA · Jun 30, 2026
  • Jun 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

DI
Pooled Investment Fund · group: Cresset

Direct Investment Fund IV Tax-Exempt L.P.

San Francisco, CA · Jun 30, 2026
  • Jun 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

SV
Pooled Investment Fund · group: Cresset

Stonelake VIII Access Fund, L.P.

San Francisco, CA · Jun 9, 2026
  • Jun 9, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

AC
Pooled Investment Fund · group: Cresset

Altair CHP Offshore Fund II, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · May 20, 2024 → May 29, 2026 · 3 filings
  • May 29, 2026 · D/A · $24,700,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of one or more parent entities of the Issuer) EDGAR ↗
  • May 15, 2025 · D/A · $2,700,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer) EDGAR ↗
  • May 20, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer) EDGAR ↗

Raised $48.4M from 42 investors as of the latest filing. Avy is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

AC
Pooled Investment Fund · group: Cresset

Altair CHP Fund II, LLC

Chicago, IL · May 15, 2024 → May 29, 2026 · 3 filings
  • May 29, 2026 · D/A · $10,150,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of one or more parent entities of the Issuer) EDGAR ↗
  • May 15, 2025 · D/A · $3,100,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer) EDGAR ↗
  • May 15, 2024 · D · $2,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer) EDGAR ↗

Raised $116.3M from 205 investors as of the latest filing. Avy is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

AC
Pooled Investment Fund · group: Cresset

Altair CHP Fund, LLC

Chicago, IL · May 20, 2024 → May 29, 2026 · 3 filings
  • May 29, 2026 · D/A · $187,200,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of one or more parent entities of the Issuer) EDGAR ↗
  • May 15, 2025 · D/A · $127,850,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer) EDGAR ↗
  • May 20, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer) EDGAR ↗

Raised $789.5M from 243 investors as of the latest filing. Avy is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

VO
Pooled Investment Fund · group: Cresset

Venture Opportunity Series Fund, L.P. - Series 2

San Francisco, CA · May 13, 2026
  • May 13, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

VO
Pooled Investment Fund · group: Cresset

Venture Opportunity Series Fund, L.P. - Series 1

San Francisco, CA · Apr 21, 2026
  • Apr 21, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

PE
Pooled Investment Fund · group: Cresset

Private Equity - Layer Global I (TE), L.P.

San Francisco, CA · Apr 6, 2026
  • Apr 6, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

PE
Pooled Investment Fund · group: Cresset

Private Equity - Layer Global I, L.P.

San Francisco, CA · Apr 6, 2026
  • Apr 6, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

RE
Pooled Investment Fund · group: Cresset

Real Estate - PP III, L.P.

San Francisco, CA · Mar 11, 2026
  • Mar 11, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Director of Manager of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CH
Pooled Investment Fund · group: Cresset

Cresset High Yield Municipal Fund, LLC

Chicago, IL · Jan 30, 2023 → Jan 28, 2026 · 4 filings
  • Jan 28, 2026 · D/A · $233,115,501 sold of Indefinite · 247 investors · min. No minimum reported · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Jan 29, 2025 · D/A · $205,160,501 sold of Indefinite · 229 investors · min. No minimum reported · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Jan 30, 2024 · D/A · $180,918,001 sold of Indefinite · 201 investors · min. No minimum reported · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Jan 30, 2023 · D/A · $168,573,001 sold of Indefinite · 186 investors · min. No minimum reported · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $233.1M from 247 investors as of the latest filing. Avy is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

MG
Pooled Investment Fund · group: Cresset

Meristem Global Equity Fund LLC

Chicago, IL · Jan 30, 2023 → Jan 28, 2026 · 4 filings
  • Jan 28, 2026 · D/A · $278,088,000 sold of Indefinite · 189 investors · min. No minimum reported · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Jan 29, 2025 · D/A · $262,808,000 sold of Indefinite · 179 investors · min. No minimum reported · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Jan 30, 2024 · D/A · $247,508,001 sold of Indefinite · 169 investors · min. No minimum reported · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Jan 30, 2023 · D/A · $237,053,001 sold of Indefinite · 166 investors · min. No minimum reported · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $278.1M from 189 investors as of the latest filing. Avy is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

PR
Pooled Investment Fund · group: Cresset

Peakline Real Estate BTR Fund I, LLC

Chicago, IL · Nov 21, 2024 → Dec 23, 2025 · 2 filings
  • Dec 23, 2025 · D/A · $51,859,500 sold of Indefinite · 94 investors · min. $250,000 · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Nov 21, 2024 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $51.9M from 94 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

VF
Pooled Investment Fund · group: Group linked by Avy Stein

Ventures II Feeder, LLC

Chicago, IL · May 24, 2024 → May 22, 2025 · 2 filings
  • May 22, 2025 · D/A · $8,930,000 sold of Indefinite · 36 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • May 24, 2024 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $8.93M from 36 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

V
Pooled Investment Fund · group: Group linked by Avy Stein

Ventures II, LP

Chicago, IL · Apr 2, 2024 → Apr 2, 2025 · 2 filings
  • Apr 2, 2025 · D/A · $84,925,000 sold of Indefinite · 250 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Apr 2, 2024 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $84.9M from 293 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CP
Pooled Investment Fund · group: Cresset

Cresset Partners Private Credit Fund, LLC

Chicago, IL · Dec 8, 2022 → Dec 5, 2024 · 3 filings
  • Dec 5, 2024 · D/A · $439,963,000 sold of Indefinite · 611 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Dec 7, 2023 · D/A · $275,683,000 sold of Indefinite · 403 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Dec 8, 2022 · D · $25,410,000 sold of Indefinite · 60 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $440M from 611 investors as of the latest filing. Avy is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CD
Pooled Investment Fund · group: Cresset Direct

Cresset Direct Investments, LLC - Series 5

Chicago, IL · Nov 29, 2023 → Nov 27, 2024 · 2 filings
  • Nov 27, 2024 · D/A · $29,275,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 29, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $29.3M from 58 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CE
Pooled Investment Fund · group: Cresset

Cresset Employee Fund I, LLC

Chicago, IL · Nov 2, 2021 → Nov 13, 2024 · 4 filings
  • Nov 13, 2024 · D/A · $7,004,001 sold of Indefinite · 112 investors · min. $5,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Nov 13, 2023 · D/A · $7,004,001 sold of Indefinite · 112 investors · min. $5,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Nov 2, 2022 · D/A · $6,596,501 sold of Indefinite · 101 investors · min. $5,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Nov 2, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $7M from 112 investors as of the latest filing. Avy is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset Direct

Cresset Direct Investments, LLC - Series 7

Chicago, IL · Oct 18, 2024
  • Oct 18, 2024 · D · $72,652,500 sold of Indefinite · 260 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $72.7M from 260 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CD
Pooled Investment Fund · group: Cresset Direct

Cresset Direct Investments, LLC - Series 1

Chicago, IL · Aug 31, 2022 → Aug 29, 2024 · 3 filings
  • Aug 29, 2024 · D/A · $21,700,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 29, 2023 · D/A · $19,950,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 31, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $21.7M from 60 investors as of the latest filing. Avy is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CP
Pooled Investment Fund · group: Cresset

Cresset Partners Private Equity Opportunities I, LLC

Chicago, IL · Dec 9, 2022 → Jul 25, 2024 · 3 filings
  • Jul 25, 2024 · D/A · $101,082,500 sold of Indefinite · 234 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer) EDGAR ↗
  • Aug 14, 2023 · D/A · $90,942,500 sold of Indefinite · 197 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer) EDGAR ↗
  • Dec 9, 2022 · D · $80,545,000 sold of Indefinite · 158 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer) EDGAR ↗

Raised $101.1M from 234 investors as of the latest filing. Avy is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CP
Pooled Investment Fund · group: Cresset

Cresset Partners Private Credit Fund (Onshore Feeder), LLC

Chicago, IL · Jun 21, 2023 → Jun 20, 2024 · 2 filings
  • Jun 20, 2024 · D/A · $93,805,000 sold of Indefinite · 243 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Jun 21, 2023 · D · $52,400,000 sold of Indefinite · 153 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $93.8M from 243 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CV
Pooled Investment Fund · group: Cresset

Cresset Ventures I, LLC

Chicago, IL · Mar 16, 2022 → Mar 14, 2024 · 3 filings
  • Mar 14, 2024 · D/A · $144,500,500 sold of Indefinite · 235 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Mar 16, 2023 · D/A · $111,010,500 sold of Indefinite · 177 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Mar 16, 2022 · D · $39,550,000 sold of Indefinite · 29 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $144.5M from 235 investors as of the latest filing. Avy is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset Direct

Cresset Direct Investments, LLC - Series 4

Chicago, IL · Nov 9, 2023
  • Nov 9, 2023 · D · $0 sold of Indefinite · 0 investors · min. $25,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CV
Pooled Investment Fund · group: Cresset

Cresset Ventures I Feeder, LLC

Chicago, IL · Oct 17, 2022 → Oct 19, 2023 · 2 filings
  • Oct 19, 2023 · D/A · $4,150,000 sold of Indefinite · 15 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗
  • Oct 17, 2022 · D · $3,800,000 sold of Indefinite · 13 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $4.15M from 15 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset Direct

Cresset Direct Investments, LLC - Series 3

Chicago, IL · Aug 28, 2023
  • Aug 28, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CP
Pooled Investment Fund · group: Cresset

Cresset Partners Private Equity Co-Investment Fund, LP - Series I

Chicago, IL · Aug 25, 2023
  • Aug 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

PE
Pooled Investment Fund · group: Cresset

Private Equity Vintage Fund, LP - Cresset Series 2024

Chicago, IL · Aug 25, 2023
  • Aug 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CC
Pooled Investment Fund · group: Cresset

Cresset Capital Management LLC

Chicago, IL · Jul 17, 2023
  • Jul 17, 2023 · D · $44,402,578 sold of Indefinite · 101 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $44.4M from 101 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CP
Pooled Investment Fund · group: Cresset

Cresset Private Credit Access II, LLC

Chicago, IL · Nov 18, 2021 → Nov 15, 2022 · 2 filings
  • Nov 15, 2022 · D/A · $28,075,000 sold of Indefinite · 46 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer) EDGAR ↗
  • Nov 18, 2021 · D · $15,650,000 sold of Indefinite · 23 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer) EDGAR ↗

Raised $28.1M from 46 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

C-D QOZ II Main Street (Co-Invest), LP

Chicago, IL · May 13, 2022
  • May 13, 2022 · D · $10,750,000 sold of Indefinite · 5 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $10.8M from 5 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CP
Pooled Investment Fund · group: Cresset

Cresset Partners Asset Management Fund I, LLC

Chicago, IL · Jan 28, 2021 → Apr 28, 2022 · 2 filings
  • Apr 28, 2022 · D/A · $33,500,000 sold of $200,000,000 · 69 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the issuer.) EDGAR ↗
  • Jan 28, 2021 · D · $20,250,000 sold of $200,000,000 · 40 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the issuer.) EDGAR ↗

Raised $33.5M from 69 investors (17% of the $200M target) as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CP
Pooled Investment Fund · group: Cresset

Cresset Partners BDC Fund II, LLC

Chicago, IL · Mar 22, 2022
  • Mar 22, 2022 · D · $51,865,000 sold of Indefinite · 109 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $51.9M from 109 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CR
Pooled Investment Fund · group: Cresset

Cresset Real Estate Logistics Fund I-B, LLC

Chicago, IL · Nov 18, 2021
  • Nov 18, 2021 · D · $2,800,000 sold of Indefinite · 3 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer) EDGAR ↗

Raised $2.8M from 3 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

C-D QOZ II Garfield (Co-Invest), LP

Chicago, IL · Nov 18, 2021
  • Nov 18, 2021 · D · $10,150,000 sold of Indefinite · 3 investors · min. $250,000 · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer) EDGAR ↗

Raised $10.2M from 3 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CP
Pooled Investment Fund · group: Cresset

Cresset Private Capital WMC II, LLC

Chicago, IL · Sep 27, 2021
  • Sep 27, 2021 · D · $18,175,000 sold of $30,000,000 · 42 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $18.2M from 42 investors (61% of the $30M target) as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CL
Pooled Investment Fund · group: Cresset

CRE Logistics Whiteland (Co-Invest), LLC

Chicago, IL · Jul 15, 2021
  • Jul 15, 2021 · D · $3,600,000 sold of $250,000,000 · 4 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $3.6M from 4 investors (1% of the $250M target) as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CL
Pooled Investment Fund · group: Cresset

CRE Logistics Glendale I (Co-Invest), LLC

Chicago, IL · Jul 15, 2021
  • Jul 15, 2021 · D · $0 sold of $250,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

C-D QOZ II Fat Village (Co-Invest), LP

Chicago, IL · May 24, 2021
  • May 24, 2021 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer (Executive Officer of one or more parent entities of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CR
Pooled Investment Fund · group: Cresset

Cresset Real Estate Logistics Fund I, LLC

Chicago, IL · Apr 28, 2021
  • Apr 28, 2021 · D · $15,950,000 sold of $250,000,000 · 15 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $15.9M from 15 investors (6% of the $250M target) as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CP
Pooled Investment Fund

Cresset Private Capital CSC, LLC

Chicago, IL · Apr 28, 2021
  • Apr 28, 2021 · D · $0 sold of $32,500,000 · 0 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

Cresset Diversified Hospitality Fund I, LLC

Chicago, IL · Apr 28, 2021
  • Apr 28, 2021 · D · $32,135,000 sold of $100,000,000 · 102 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $32.1M from 102 investors (32% of the $100M target) as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CP
Pooled Investment Fund · group: Cresset

Cresset Partners BDC Fund I, LLC

Chicago, IL · Jan 22, 2021
  • Jan 22, 2021 · D · $52,188,860 sold of $52,188,860 · 149 investors · min. $250,000 · role: Executive Officer (Executive officer of one or more parent entities of the Issuer.) EDGAR ↗

Raised $52.2M from 149 investors (100% of the $52.2M target) as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CW
Pooled Investment Fund · group: Cresset

Cresset WMC Imola (Co-Invest), LLC

Chicago, IL · Oct 30, 2020
  • Oct 30, 2020 · D · $23,762,500 sold of $25,000,000 · 47 investors · min. $250,000 · role: Executive Officer (Manager of the Manager of the Issuer) EDGAR ↗

Raised $23.8M from 47 investors (95% of the $25M target) as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

Cresset-Diversified QOZ Fund II, L.P.

Chicago, IL · Jul 8, 2020
  • Jul 8, 2020 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CD
Pooled Investment Fund · group: Cresset

Cresset-Diversified QOZ Fund, L.P. - Private Co Series

Chicago, IL · Dec 4, 2018 → Dec 5, 2019 · 2 filings
  • Dec 5, 2019 · D/A · $16,749,490 sold of Indefinite · 111 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • Dec 4, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $16.7M from 111 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CD
Pooled Investment Fund · group: Cresset

Cresset-Diversified QOZ Fund, L.P. - RE Series

Chicago, IL · Dec 4, 2018 → Dec 5, 2019 · 2 filings
  • Dec 5, 2019 · D/A · $183,111,539 sold of Indefinite · 219 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • Dec 4, 2018 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $183.1M from 219 investors as of the latest filing. Avy is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CP
Pooled Investment Fund · group: Cresset

Cresset Private Capital WMC I, LLC

Chicago, IL · Aug 6, 2019
  • Aug 6, 2019 · D · $0 sold of $25,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Manager of the Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

C-D QOZ FINERY (CO-INVEST), LP

Chicago, IL · Jul 17, 2019
  • Jul 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

C-D QOZ WYNKOOP (CO-INVEST) LP

Chicago, IL · Jul 17, 2019
  • Jul 17, 2019 · D · $3,000,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $3M from 2 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

C-D QOZ WYNKOOP (CO-INVEST) II LP

Chicago, IL · Jul 17, 2019
  • Jul 17, 2019 · D · $12,500,000 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $12.5M from 4 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

C-D QOZ Eleven West (Co-Invest), LP

Chicago, IL · Jul 17, 2019
  • Jul 17, 2019 · D · $9,550,000 sold of Indefinite · 11 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $9.55M from 11 investors as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

CD
Pooled Investment Fund · group: Cresset

C-D QOZ Block 42 (Co-Invest), LP

Chicago, IL · Jan 31, 2019
  • Jan 31, 2019 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Manager of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Avy is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

Other pages with the same name (2)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • AVY H. STEIN — IL, 3 issuers, Aug 24, 2012 → Aug 24, 2012 · no shared issuer
  • AVY R. STEIN — IL, 1 issuer, Aug 24, 2012 → Aug 24, 2012 · no shared issuer

People around Avy 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

CF
Management entity

Cresset Fund Investment Management Services, LLC

Executive Officer, Director · 12 shared filings (5 issuers) · also on 17 other issuers

Cresset Fund Investment Management Services, LLC is on 22 issuers in total — a repeat sponsor. Their page lists every one.

CD
Management entity

Cresset-Diversified QOZ GP, LLC

Executive Officer · 9 shared filings (7 issuers)

Cresset-Diversified QOZ GP, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

CD
Management entity

Cresset-Diversified QOZ Management, LLC

Executive Officer · 9 shared filings (7 issuers)

Cresset-Diversified QOZ Management, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

CD
Management entity

Cresset Direct Investments MM, LLC

Executive Officer, Promoter · 8 shared filings (5 issuers)

Cresset Direct Investments MM, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

CC
Management entity

Cresset Control Corporation

Promoter, Executive Officer · 6 shared filings (6 issuers)

Cresset Control Corporation is on 6 issuers in total — a repeat sponsor. Their page lists every one.

CA
Management entity

Cresset Asset Management, LLC

Executive Officer · 6 shared filings (6 issuers)

Cresset Asset Management, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

CL
Management entity

CRE Logistics MM I, LLC

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Avy Stein. Their page shows their other deals.

CE
Management entity

CRESSET EMPLOYEE FUND I MM, LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

VG
Management entity

Ventures II GP, LLC

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Avy Stein. Their page shows their other deals.

CV
Management entity

Cresset Ventures I MM, LLC

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

CP
Management entity

Cresset PCA MM, LLC

Executive Officer · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Avy Stein. Their page shows their other deals.

CI
Management entity

CPAMF I MM, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

CA
Management entity

Cresset Asset Management, LLC

Director · 2 shared filings (2 issuers) · also on 8 other issuers

Cresset Asset Management, LLC is on 10 issuers in total — a repeat sponsor. Their page lists every one.

CV
Management entity

Cresset Ventures I SPV MM, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

VM
Management entity

VC Management II, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

PB
Management entity

PREF BTR MANAGEMENT I, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

PB
Management entity

PREF BTR MM I, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

PP
Management entity

PEAKLINE PARTNERS LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

CD
Management entity

C-D QOZ II Garfield Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

CR
Management entity

Cresset Real Estate Partners, LLC

Executive Officer · 1 shared filing (1 issuer) · also on 4 other issuers

Cresset Real Estate Partners, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

CM
Management entity

Cresset Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

CB
Management entity

CRE BTR MM I, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

CB
Management entity

CRE BTR MANAGEMENT I, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Avy Stein. Their page shows their other deals.

The team behind the deals

C
Sponsor group

Cresset

48 issuers · 73 filings · $1.84B reported sold · 2009–2025

One team, 48 deal companies. Avy Stein is listed on 33 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Avy Stein.

C
Sponsor group

Cresset

47 issuers · 144 filings · $1.88B reported sold · 2010–2026

One team, 47 deal companies. Avy Stein is listed on 17 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Avy Stein.

CD
Sponsor group

Cresset Direct

5 issuers · 8 filings · $123.6M reported sold · 2022–2024

One team, 5 deal companies. Avy Stein is listed on 5 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Avy Stein.

GL
Sponsor group

Group linked by Avy Stein

2 issuers · 5 filings · $88.3M reported sold · 2024–2026

One team, 2 deal companies. Avy Stein is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Avy Stein.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 7 of the 58 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Venture Capital Access Fund 1, L.P., Direct Investment Fund IV, L.P., Direct Investment Fund IV Tax-Exempt L.P., Altair CHP Offshore Fund II, Ltd., Altair CHP Fund II, LLC, Altair CHP Fund, LLC, Peakline Real Estate BTR Fund I, LLC.

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.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Avy Stein by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 58 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Avy Stein is listed on: none on file. No website or social profile named in Meristem Global Equity Fund LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #43,872 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Chicago, IL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Cook County Clerk of Court case search ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Illinois Secretary of State business search ↗California Secretary of State business search ↗OpenCorporates ↗

Change history

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