Sponsor Check › Person
Related person on Form D filings · address states as listed: CA, NY, IL, MN, KY, MA · listed Jul 30, 2012 → Aug 20, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:56 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:56 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
No SEC search has run yet for this person.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:56 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
20 of 85 offerings report sales commissions totalling $47,972,462; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 20, 2026 D File 021-594948 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | GOLDMAN SACHS & CO. LLC BrokerCheck CRD 361 ↗ |
| EDGAR ↗ | Aug 20, 2026 D File 021-594946 | $0 (est.) | $0 (est.) | $0 (est.) | GOLDMAN SACHS & CO. LLC BrokerCheck CRD 361 ↗ CLEARLAKE CAPITAL MARKETS, LLC BrokerCheck CRD 337762 ↗ |
| EDGAR ↗ | Jul 24, 2026 D/A File 021-265399 | $0 (est.) | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 15, 2026 D/A File 021-548924 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 14, 2025 D/A File 021-496345 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 26, 2025 D File 021-558947 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 26, 2025 D File 021-558965 | $0 | $0 | $0 The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Sep 26, 2025 D File 021-558966 | $0 | $0 | $0 The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 28, 2025 D File 021-544652 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 14, 2025 D File 021-543653 | $0 (est.) | $0 (est.) | $0 (est.) The Carried Interest Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Sep 5, 2024 D File 021-523260 | $0 (est.) | $0 (est.) | $0 (est.) The investment manager is entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Sep 5, 2024 D File 021-523259 | $0 (est.) | $0 (est.) | $0 (est.) The investment manager is entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Aug 30, 2024 D File 021-522948 | $0 | $0 | $0 The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Aug 30, 2024 D File 021-522949 | $0 | $0 | $0 The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 14, 2024 D File 021-507656 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 1, 2023 D File 021-498621 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ PICTON S.A. no CRD number reported FUND PLACEMENT ISRAEL LTD. no CRD number reported DS INVESTMENT SECURITIES CO., LTD. no CRD number reported |
| EDGAR ↗ | Dec 1, 2023 D File 021-498617 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ PICTON S.A. no CRD number reported FUND PLACEMENT ISRAEL LTD. no CRD number reported DS INVESTMENT SECURITIES CO., LTD. no CRD number reported |
| EDGAR ↗ | Dec 1, 2023 D File 021-498620 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ PICTON S.A. no CRD number reported FUND PLACEMENT ISRAEL LTD. no CRD number reported DS INVESTMENT SECURITIES CO., LTD. no CRD number reported |
| EDGAR ↗ | Nov 29, 2023 D/A File 021-493966 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 13, 2023 D File 021-491978 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 30, 2022 D File 021-469326 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 30, 2022 D File 021-469328 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 9, 2022 D/A File 021-465009 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 12, 2022 D File 021-461543 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 12, 2022 D File 021-461544 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 23, 2022 D File 021-459750 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 23, 2022 D File 021-459751 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 23, 2022 D File 021-459749 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 28, 2022 D/A File 021-241016 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 1, 2022 D File 021-447663 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 13, 2022 D File 021-429269 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 13, 2022 D File 021-429268 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 3, 2022 D File 021-427562 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 14, 2021 D File 021-424964 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The Investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Dec 3, 2021 D File 021-423636 | $2,300,000 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Dec 3, 2021 D File 021-423638 | $2,300,000 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Sep 15, 2021 D File 021-413538 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ PICTON S.A. no CRD number reported FUND PLACEMENT ISRAEL LTD. no CRD number reported |
| EDGAR ↗ | Sep 15, 2021 D File 021-413533 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ PICTON S.A. no CRD number reported FUND PLACEMENT ISRAEL LTD. no CRD number reported |
| EDGAR ↗ | Sep 15, 2021 D File 021-413537 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ PICTON S.A. no CRD number reported FUND PLACEMENT ISRAEL LTD. no CRD number reported |
| EDGAR ↗ | Aug 26, 2021 D File 021-411446 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 26, 2021 D File 021-411436 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Aug 26, 2021 D File 021-411431 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Jul 15, 2021 D File 021-406333 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 17, 2021 D File 021-403375 | $0 (est.) | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 5, 2021 D File 021-398349 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The Investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Apr 28, 2021 D File 021-397442 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 26, 2021 D File 021-397189 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 22, 2021 D File 021-396808 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The Investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Mar 18, 2021 D File 021-392760 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The Investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Feb 24, 2021 D File 021-390439 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Dec 30, 2020 D File 021-384835 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 18, 2020 D File 021-383695 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 9, 2020 D File 021-375149 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The Investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Sep 9, 2020 D File 021-375150 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The Investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Sep 1, 2020 D File 021-374614 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Sep 1, 2020 D File 021-374612 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Jul 31, 2020 D File 021-372168 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 10, 2020 D/A File 021-242342 | $1,059,200 (est.) | $0 | $0 The Issuer will pay a management fee to its investment manager. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Jul 10, 2020 D/A File 021-242343 | $1,059,200 (est.) | $0 | $0 The Issuer will pay a management fee to its investment manager. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Dec 9, 2019 D File 021-355073 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The Investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Dec 9, 2019 D File 021-355074 | $0 (est.) | $0 (est.) | $0 (est.) The General Partner is entitled to a performance allocation. The Investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Sep 11, 2019 D File 021-348598 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 29, 2019 D File 021-340611 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 24, 2019 D File 021-338021 | $250,000 (est.) | $0 | $0 The Issuer will pay a management fee to its investment manager. | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Apr 24, 2019 D File 021-338022 | $250,000 (est.) | $0 | $0 The Issuer will indirectly pay a management fee to its investment manager. | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Nov 16, 2018 D File 021-326042 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2018 D File 021-326044 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 28, 2018 D File 021-320232 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 6, 2018 D File 021-306984 | $2,200,000 | $0 | $0 | Evercore Group L.L.C. no CRD number reported Cowen & Company, LLC no CRD number reported EarlyBirdCapital, Inc. no CRD number reported |
| EDGAR ↗ | Jan 31, 2018 D File 021-304552 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2017 D File 021-298946 | $4,120,000 (est.) | $0 | $0 | Credit Suisse Securities USA LLC BrokerCheck CRD 816 ↗ via Credit Suisse Securities USA LLC (CRD 816 ↗) |
| EDGAR ↗ | Nov 16, 2017 D File 021-298947 | $4,120,000 (est.) | $0 | $0 | Credit Suisse Securities USA LLC BrokerCheck CRD 816 ↗ via Credit Suisse Securities USA LLC (CRD 816 ↗) |
| EDGAR ↗ | Nov 16, 2017 D File 021-298944 | $4,120,000 (est.) | $0 | $0 | Credit Suisse Securities USA LLC BrokerCheck CRD 816 ↗ via Credit Suisse Securities USA LLC (CRD 816 ↗) |
| EDGAR ↗ | Mar 9, 2017 D/A File 021-278842 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 6, 2017 D/A File 021-256868 | $471,464 | $0 | $0 The Issuer will pay a management fee to its investment manager. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Feb 6, 2017 D/A File 021-256869 | $128,536 | $0 | $0 The Issuer will pay a management fee to its investment manager. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Jun 23, 2016 D/A File 021-242346 | $1,549,531 (est.) | $0 | $0 The Issuer will pay a management fee to its investment manager. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Jun 23, 2016 D/A File 021-242347 | $1,549,531 (est.) | $0 | $0 The Issuer will pay a management fee to its investment manager. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Jun 23, 2015 D File 021-242321 | $2,500,000 (est.) | $0 | $0 The Issuer will pay a management fee to its investment manager. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Jun 23, 2015 D File 021-242322 | $2,500,000 (est.) | $0 | $0 The Issuer will pay a management fee to its investment manager. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Sep 26, 2013 D File 021-203559 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 31, 2012 D/A File 021-181977 | $7,000,000 (est.) | $0 | $0 Customary management fees will be paid to Clearlake Capital Management III, L.P., an entity controlled by certain individuals listed in Item 3 above, as described in the Issuer's Confidential Private Placement Memorandum. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ Aqueduct Capital Group, LLC BrokerCheck CRD 131452 ↗ |
| EDGAR ↗ | Dec 31, 2012 D/A File 021-182033 | $7,000,000 (est.) | $0 | $0 Customary management fees will be paid to Clearlake Capital Management III, L.P., an entity controlled by certain individuals listed in Item 3 above, as described in the Issuer's Confidential Private Placement Memorandum. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ Aqueduct Capital Group, LLC BrokerCheck CRD 131452 ↗ |
| EDGAR ↗ | Jan 15, 2010 D/A File 021-129514 | $3,162,002 (est.) | $0 | $0 Customary management fees will be paid to Clearlake Capital Management II, L.P., an entity controlled by certain individuals listed in Item 3 above, as described in the Issuer's Confidential Private Placement Memorandum. | Lazard Freres & Co. LLC BrokerCheck CRD 2528 ↗ Keystone Capital Corporation BrokerCheck CRD 10722 ↗ |
| EDGAR ↗ | Jan 15, 2010 D/A File 021-129584 | $332,998 (est.) | $0 | $0 Customary management fees will be paid to Clearlake Capital Management II, L.P., an entity controlled by certain individuals listed in Item 3 above, as described in the Issuer's Confidential Private Placement Memorandum. | Lazard Freres & Co. LLC BrokerCheck CRD 2528 ↗ Keystone Capital Corporation BrokerCheck CRD 10722 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Clearlake Credit Perpetual Feeder Fund A, L.P. group: Clearlake | Executive Officer, Promoter | Aug 20, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Lake Como Funding Issuer, L.P. group: Clearlake | Executive Officer, Promoter | Aug 20, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Jul 24, 2026 | D/A | Indefinite similar: $500,000–$7,000,000 | $275,221,978 | 229 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Sapphire Software Parent, LLC | Executive Officer, Director | Jun 15, 2026 | D/A | Indefinite similar: $1,100,015–$10,001,163 | $0 | 142 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Bamboo Health Holding Company, Inc. group: Appriss | Director Director | Nov 14, 2025 | D/A | Indefinite similar: $500,000–$7,000,000 | $36,426,667 | 60 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Icon Partners VI B, L.P. group: Clearlake | Executive Officer, Promoter | Sep 26, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Icon Partners VI, L.P. group: Clearlake | Executive Officer, Promoter | Sep 26, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Denali Co-Investment Partners, L.P. group: Clearlake | Executive Officer, Promoter | Sep 26, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Jul 23, 2025 | D/A | Indefinite similar: $500,000–$7,000,000 | $228,155,998 | 197 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Sapphire Software Parent, LLC | Executive Officer, Director | Jun 13, 2025 | D | Indefinite similar: $1,100,015–$10,001,163 | $0 | 141 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | MAGNOLIA SOFTWARE CO-INVESTMENT PARTNERS, L.P. group: Clearlake | Executive Officer, Promoter | Apr 28, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VIII (LUX), SCSP. group: Clearlake | Executive Officer, Promoter | Apr 14, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Bamboo Health Holding Company, Inc. group: Appriss | Director Director | Nov 25, 2024 | D/A | Indefinite similar: $500,000–$7,000,000 | $28,271,667 | 52 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VIII ONSHORE (M), L.P. group: Clearlake | Executive Officer, Promoter | Sep 5, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VIII OFFSHORE (M), L.P. group: Clearlake | Executive Officer, Promoter | Sep 5, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Icon Partners VI B, L.P. group: Clearlake | Executive Officer, Promoter | Aug 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Icon Partners VI, L.P. group: Clearlake | Executive Officer, Promoter | Aug 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Jun 27, 2024 | D/A | Indefinite similar: $500,000–$7,000,000 | $214,843,698 | 176 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | AZURITE CO-INVESTMENT PARTNERS, L.P. group: Clearlake | Executive Officer, Promoter | Mar 14, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VIII, L.P. group: Clearlake | Executive Officer, Promoter | Dec 1, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VIII (USTE), L.P. group: Clearlake | Executive Officer, Promoter | Dec 1, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VIII (OFFSHORE), L.P. group: Clearlake | Executive Officer, Promoter | Dec 1, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Appriss Retail Holding Co L.P. group: Appriss | Director Director of the General Partner | Nov 29, 2023 | D/A | Indefinite similar: $500,000–$7,000,000 | $13,766,880 | 15 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Bamboo Health Holding Company, Inc. group: Appriss | Director Director | Nov 2, 2023 | D | Indefinite similar: $500,000–$7,000,000 | $33,710,923 | 74 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Appriss Retail Holding Co L.P. group: Appriss | Director Director of the General Partner | Oct 5, 2023 | D | Indefinite similar: $500,000–$7,000,000 | $13,766,880 | 15 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Alert Topco Holdings, LP | Director Director | Sep 13, 2023 | D | Indefinite similar: $500,000–$7,000,000 | $0 | 0 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Jun 27, 2023 | D/A | Indefinite similar: $500,000–$7,000,000 | $176,252,059 | 97 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Blues Partners I Blues Feeder, L.P. group: Clearlake | Executive Officer, Promoter | Dec 30, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Blues Partners I, L.P. group: Clearlake | Executive Officer, Promoter | Dec 30, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Appriss Health Holdings, Inc. group: Appriss | Director | Dec 9, 2022 | D/A | Indefinite similar: $500,000–$7,000,000 | $38,085,436 | 52 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Appriss Health Holdings, Inc. group: Appriss | Director | Nov 16, 2022 | D | Indefinite similar: $500,000–$7,000,000 | $21,834,533 | 37 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Fox Co-Investment Partners B, L.P. group: Clearlake | Executive Officer, Promoter | Oct 12, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Fox Co-Investment Partners A, L.P. group: Clearlake | Executive Officer, Promoter | Oct 12, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | PALMS CO-INVESTMENT PARTNERS B, L.P. group: Clearlake | Executive Officer, Promoter | Sep 23, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | PALMS CO-INVESTMENT PARTNERS C, L.P. group: Clearlake | Executive Officer, Promoter | Sep 23, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | PALMS CO-INVESTMENT PARTNERS D, L.P. group: Clearlake | Executive Officer, Promoter | Sep 23, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Bamboo Health Holding Company, Inc. group: Appriss | Director Director | Jul 28, 2022 | D/A | Indefinite similar: $500,000–$7,000,000 | $89,455,358 | 55 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Jun 13, 2022 | D/A | Indefinite similar: $500,000–$7,000,000 | $176,252,059 | 97 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | PALMS CO-INVESTMENT PARTNERS, L.P. group: Clearlake | Executive Officer, Promoter | Jun 1, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ODYSSEY CO-INVESTMENT PARTNERS A, L.P. group: Clearlake | Executive Officer, Promoter | Jan 13, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ODYSSEY CO-INVESTMENT PARTNERS B, L.P. group: Clearlake | Executive Officer, Promoter | Jan 13, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Falcon Co-Investment Partners, L.P. group: Clearlake | Executive Officer, Promoter | Jan 3, 2022 | D | Indefinite similar: $500,000–$16,420,250 | $217,450,000 | 7 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | ICON PARTNERS V C, L.P. group: Clearlake | Executive Officer, Promoter | Dec 14, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (Offshore) III, L.P. group: Clearlake | Executive Officer, Promoter | Dec 3, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners III, L.P. group: Clearlake | Executive Officer, Promoter | Dec 3, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Nov 19, 2021 | D/A | Indefinite similar: $500,000–$7,000,000 | $149,319,659 | 71 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VII, L.P. group: Clearlake | Executive Officer, Promoter | Sep 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VII (OFFSHORE), L.P. group: Clearlake | Executive Officer, Promoter | Sep 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VII (USTE), L.P. group: Clearlake | Executive Officer, Promoter | Sep 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Sunshine Co-Investment Partners, L.P. group: Clearlake | Executive Officer, Promoter | Aug 26, 2021 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | ICON PARTNERS V B, L.P. group: Clearlake | Executive Officer, Promoter | Aug 26, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ICON PARTNERS V, L.P. group: Clearlake | Executive Officer, Promoter | Aug 26, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Bamboo Health Holding Company, Inc. group: Appriss | Director Director | Jul 28, 2021 | D/A | Indefinite similar: $500,000–$7,000,000 | $81,205,358 | 54 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Biloxi Co-lnvestment Partners, L.P. group: Clearlake | Executive Officer, Promoter | Jul 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Jun 17, 2021 | D | Indefinite similar: $500,000–$7,000,000 | $250,000,000 | 6 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | ICON PARTNERS IV B, L.P. group: Clearlake | Executive Officer, Promoter | May 5, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ATLAS INVESTMENT HOLDINGS, L.P. group: Clearlake | Executive Officer, Promoter | Apr 28, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RED CYPRESS CO-INVESTMENT PARTNERS, L.P. group: Clearlake | Executive Officer, Promoter | Apr 26, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ICON PARTNERS IV, L.P. group: Clearlake | Executive Officer, Promoter | Apr 22, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ICON PARTNERS III, L.P. group: Clearlake | Executive Officer, Promoter | Mar 18, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ICON PARTNERS II, L.P. group: Clearlake | Executive Officer, Promoter | Feb 24, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | PYKE CO-INVESTMENT PARTNERS, L.P. group: Clearlake | Executive Officer, Promoter | Dec 30, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WAMPA CO-INVESTMENT PARTNERS, L.P. group: Clearlake | Executive Officer, Promoter | Dec 18, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Nov 9, 2020 | D/A | Indefinite similar: $500,000–$7,000,000 | $64,333,314 | 45 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | ICON SOFTWARE PARTNERS B, L.P. group: Clearlake | Executive Officer, Promoter | Sep 9, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ICON SOFTWARE PARTNERS, L.P. group: Clearlake | Executive Officer, Promoter | Sep 9, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE FLAGSHIP PLUS PARTNERS, L.P. group: Clearlake | Executive Officer, Promoter | Sep 1, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE FLAGSHIP PLUS PARTNERS (OFFSHORE), L.P. group: Clearlake | Executive Officer, Promoter | Sep 1, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | DIAMONDLEAF CO-INVESTMENT PARTNERS, L.P. group: Clearlake | Executive Officer | Jul 31, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-Offshore), L.P. group: Clearlake | Executive Officer Co-President of the General Partner of the Issuer | Jul 10, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E), L.P. group: Clearlake | Executive Officer Co-President of the General Partner of the Issuer | Jul 10, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $53,475,996 | 9 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Bamboo Health Holding Company, Inc. group: Appriss | Director | Jun 9, 2020 | D/A | Indefinite similar: $500,000–$7,000,000 | $73,317,956 | 42 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VI (USTE), L.P. group: Clearlake | Executive Officer, Promoter | Dec 9, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS VI (OFFSHORE), L.P. group: Clearlake | Executive Officer, Promoter | Dec 9, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Sep 26, 2019 | D/A | Indefinite similar: $500,000–$7,000,000 | $63,836,314 | 34 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Dragon Co-Investment Partners, L.P. group: Clearlake | Executive Officer | Sep 11, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-Offshore), L.P. group: Clearlake | Executive Officer Co-President of the General Partner of the Issuer | Jun 21, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E), L.P. group: Clearlake | Executive Officer Co-President of the General Partner of the Issuer | Jun 21, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $53,475,996 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Bamboo Health Holding Company, Inc. group: Appriss | Director | Jun 12, 2019 | D/A | Indefinite similar: $500,000–$7,000,000 | $23,402,456 | 28 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | White Cypress Co-Investment Partners, L.P. group: Clearlake | Executive Officer | May 29, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (Offshore) II, L.P. group: Clearlake | Executive Officer Co-President of the General Partner of the Issuer | Apr 24, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners II, L.P. group: Clearlake | Executive Officer Co-President of the General Partner of the Issuer | Apr 24, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1 similar: $1,000–$100,000 |
| EDGAR ↗ | Ulysses Co-Investment Partners (GV), LLC group: Clearlake | Executive Officer | Nov 16, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Ulysses Co-Investment Partners, L.P. group: Clearlake | Executive Officer | Nov 16, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Diamond Parent Holdings, Corp. group: Insight | Director Director | Sep 26, 2018 | D/A | Indefinite similar: $500,000–$7,000,000 | $44,160,122 | 34 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Amber Co-Investment Partners, LLC group: Clearlake | Executive Officer | Aug 28, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $193,280,000 | 22 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-Offshore), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner | Jun 21, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner | Jun 21, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $53,475,996 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | ConvergeOne Holdings, Inc. | Director | Mar 6, 2018 | D | $143,675,000 similar: $500,000–$7,000,000 | $131,675,000 | 54 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Diligere Co-Investment Partners, LLC group: Clearlake | Executive Officer | Jan 31, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Capital Partners V (Offshore), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate GP. | Nov 16, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Capital Partners V (USTE), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate GP. | Nov 16, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Capital Partners V, L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate GP. | Nov 16, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-Offshore), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner | Jun 23, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner | Jun 23, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $53,475,996 | 7 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Snowbird Co-Investment Partners, LLC group: Clearlake | Executive Officer Manager of the GP of the GP of the Manager of the Issuer | Mar 9, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $165,030,000 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-C) Offshore, L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner of the Issuer | Feb 6, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,067,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-C), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner of the Issuer | Feb 6, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $58,933,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Snowbird Co-Investment Partners, LLC group: Clearlake | Executive Officer Manager of the Sole Member of the Issuer | Jan 20, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (P-Offshore), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner | Jun 23, 2016 | D/A | $610,000,000 similar: $155,000–$5,250,000 | $43,941,411 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (P), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner | Jun 23, 2016 | D/A | $610,000,000 similar: $155,000–$5,250,000 | $364,950,000 | 35 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-Offshore), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner | Jun 23, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner | Jun 23, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $52,975,996 | 6 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-C) Offshore, L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner of the Issuer | Feb 5, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-C), L.P. group: Clearlake | Executive Officer Co-President of the Ultimate General Partner of the Issuer | Feb 5, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (P-Offshore), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate General Partner | Jun 23, 2015 | D | $500,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (P), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate General Partner | Jun 23, 2015 | D | $500,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E-Offshore), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate General Partner | Jun 23, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Opportunities Partners (E), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate General Partner | Jun 23, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Capital Partners IV, L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate General Partner | Jun 23, 2015 | D | $1,377,738,171 similar: $155,000–$5,250,000 | $879,152,521 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Clearlake Capital Partners IV (Offshore), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate General Partner | Jun 23, 2015 | D | $1,377,738,171 similar: $155,000–$5,250,000 | $120,885,650 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | EDD HOLDINGS, LLC group: Clearlake | Executive Officer, Director President and Chief Executive Officer | Sep 26, 2013 | D | $7,500,000 similar: $500,000–$7,000,000 | $7,500,000 | 9 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Clearlake Capital Partners III (Offshore), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the General Partner of the Sole Shareholder of the General Partner of the Issuer | Dec 31, 2012 | D/A | $780,000,000 | $0 | 65 | $10,000,000 |
| EDGAR ↗ | Clearlake Capital Partners III, L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate General Partner | Dec 31, 2012 | D/A | $780,000,000 | $780,000,000 | 65 | $10,000,000 |
| EDGAR ↗ | Clearlake Capital Partners III (Offshore), L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the General Partner of the Sole Shareholder of the General Partner of the Issuer | Jul 31, 2012 | D | $600,000,000 | $0 | 0 | $10,000,000 |
| EDGAR ↗ | Clearlake Capital Partners III, L.P. group: Clearlake | Executive Officer Manager of the Managing Member of the Ultimate General Partner | Jul 30, 2012 | D | $600,000,000 | $0 | 0 | $10,000,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS II (OFFSHORE) LP group: Clearlake | Executive Officer Manager of CCG Operations, LLC (Issuer's Ultimate General Partner) | Jan 15, 2010 | D/A | $415,000,000 | $409,199,998 | 2 | $200,000 |
| EDGAR ↗ | CLEARLAKE CAPITAL PARTNERS II LP group: Clearlake | Executive Officer Manager of CCG Operations, LLC (Issuer's Ultimate General Partner) | Jan 15, 2010 | D/A | $415,000,000 | $409,199,998 | 39 | $200,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other / 506(b) (18,678 filings); Other Technology / 506(b) (17,390 filings); 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.
People and management entities the issuers listed as related persons on the same Form D filings as Behdad Eghbali. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
Export this report as PDF (members · included free during the launch period)
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
Members get an email when Behdad Eghbali appears on a new Form D, or when a court case or SEC action is matched to them. See plans →