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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 6:51 AM ET

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Bernadette Murphy

Named as an officer, director or promoter on SEC Form D filings · WI, PA · Oct 16, 2025 → Oct 16, 2026

19deals (issuers)
$4.34Breported sold
16,472investors
25Form D filings
2025–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Bernadette Murphy is listed as an executive officer on 25 SEC Form D filings by 19 issuers between Jul 2021 and Oct 2026. Largest by amount reported sold: Keystone Private Income Fund (Milwaukee, WI — pooled investment fund — 2021–2024; $2.19B reported sold to 5,627 investors), Agility Multi-Asset Income Fund (Milwaukee, WI — pooled investment fund — 2022; $742.9M reported sold to 2,853 investors), Corbin Multi-Strategy Fund, LLC (Milwaukee, WI — pooled investment fund — 2021–2022; $398.3M reported sold to 1,576 investors), FT Vest Total Return Income Fund: Series B2 (Milwaukee, WI — pooled investment fund — 2026; $142.6M reported sold to 814 investors), FT Vest Total Return Income Fund: Series B4 (Milwaukee, WI — pooled investment fund — 2026; $124.5M reported sold to 846 investors) and 14 more (all listed below).

What this means That is a lot of deals — 19 separate companies raised money with this person listed as executive officer, over about 5 years. Across those companies the filings report $4.34B sold in total.

Listed alongside David G Lee (25 shared filings), Gary E Shugrue (25 shared filings), Robert Seyferth (25 shared filings), Terrance P Gallagher (25 shared filings), Ann Maurer (24 shared filings) and 22 others.

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

The issuers belong to 3 sponsor groups: Ft Vest (43 issuers, $7.29B reported sold, 2011–2026), Agility Comprehensive (3 issuers, $8.1B reported sold, 2009–2026) and Keystone (35 issuers, $4.21B reported sold, 2009–2026).

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 (AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, LA, ME, MO, MS, MT, NASAA, NC, NH, NM, OR, RI, TX, WA) — 8 bankruptcy cases matching the name listed in Key records below.

What this means 8 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 25 public filings for Bernadette Murphy and found 13 differences, 5 worth asking the sponsor about: Bankruptcy case: Bernadette B Murphy; Amount sold went down between filings; 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 Bernadette Murphy has not run yet — it is joining a line of 20,866 names; searches run around the clock at the hosts' allowed rate. Searched so far: 314 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

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, 2:16 AM ET.

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

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: NV (crawled Oct 23, 2026)

What was searched

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

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for IA, IN, KS, MI, NE, NV (see docs/state-regulators.md).

3. Bankruptcies

8 cases: 1 open, 7 closed (disposition not in docket feed)

Bernadette B Murphy open
United States Bankruptcy Court, W.D. Wisconsin · No. 1-22-11980 · Filed Dec 16, 2022
Role of Bernadette B Murphy: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 13 federal dockets); court in the person's filing state (WI)
Bernadette M Murphy closed
United States Bankruptcy Court, W.D. New York · No. 2-16-21016 · Filed Sep 9, 2016 · Closed Jan 13, 2017
Role of Bernadette M Murphy: Debtor · Outcome: Case closed 2017-01-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 13 federal dockets); court in NY (not a filing state)
Bernadette Murphy closed
United States Bankruptcy Court, S.D. New York · No. 11-35054 · Filed Jan 10, 2011 · Closed Jul 2, 2015
Role of Bernadette Murphy: Debtor · Outcome: Case closed 2015-07-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 13 federal dockets); court in NY (not a filing state)
Bernadette J. Murphy closed
United States Bankruptcy Court, S.D. New York · No. 06-11690 · Filed Jul 26, 2006 · Closed Nov 13, 2006
Role of Bernadette J. Murphy: Debtor · Outcome: Case closed 2006-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 13 federal dockets); court in NY (not a filing state)
Thomas Murphy and Bernadette M Murphy closed
United States Bankruptcy Court, N.D. Illinois · No. 04-38828 · Filed Oct 19, 2004 · Closed Mar 6, 2006
Role of Bernadette M Murphy: Debtor · Outcome: Case closed 2006-03-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 13 federal dockets); court in IL (not a filing state)
Bernadette M. Murphy closed
United States Bankruptcy Court, D. Maine · No. 04-21271 · Filed Aug 11, 2004 · Closed Nov 23, 2004
Role of Bernadette M. Murphy: Debtor · Outcome: Case closed 2004-11-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 13 federal dockets); court in ME (not a filing state)
Thomas Murphy and Bernadette M Murphy closed
United States Bankruptcy Court, N.D. Illinois · No. 04-00074 · Filed Jan 2, 2004 · Closed Dec 1, 2004
Role of Bernadette M Murphy: Debtor · Outcome: Case closed 2004-12-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 13 federal dockets); court in IL (not a filing state)
Bernadette A. Murphy closed
United States Bankruptcy Court, E.D. Virginia · No. 92-26437 · Filed Nov 16, 1992 · Closed Apr 15, 1993
Role of Bernadette A. Murphy: Debtor · Outcome: Case closed 1993-04-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 13 federal dockets); court in VA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

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

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

4. Differences between public sources

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

13 differences found between the filings for Bernadette Murphy — 5 worth asking about (compared 25 filings on Oct 24, 2026)

Worth asking · Dec 16, 2022

Bankruptcy case: Bernadette B Murphy — filed Dec 16, 2022

United States Bankruptcy Court, W.D. Wisconsin docket "Bernadette B Murphy" filed Dec 16, 2022 (Open). Bernadette Murphy is listed as Debtor ("Bernadette B Murphy"). Our match estimate: 50%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, W.D. Wisconsin ↗
Sources
Note · Aug 16, 2012 – Oct 23, 2014

Bankruptcy case: Jalbert v. Perella Weinberg Partners LP — filed Aug 16, 2012

United States Bankruptcy Court, S.D. New York docket "Jalbert v. Perella Weinberg Partners LP" filed Aug 16, 2012, closed Oct 23, 2014. Perella Weinberg Partners Capital Management, LP (listed on the same filings) is listed as Party ("Jalbert v. Perella Weinberg Partners LP"). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, S.D. New York ↗Perella Weinberg Partners Capital Management, LP — PartnerFacts page ↗
Sources
Worth asking · Feb 4, 2025 – Feb 4, 2026

Amount sold went down between filings — FT Vest Hedged Equity Income Fund: Series A4

The Feb 4, 2025 filing says $38,034,750 sold; the Feb 4, 2026 Form D/A says $36,108,850 sold — $1,925,900 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 (earlier) · Feb 4, 2025 ↗Form D/A (later) · Feb 4, 2026 ↗FT Vest Hedged Equity Income Fund: Series A4 — PartnerFacts page ↗
Sources
Worth asking · Jul 17, 2020 – Oct 16, 2026

7 offerings reported fewer investors on a later filing

Investor count went down between filings — FT Vest Total Return Income Fund: Series A3 · Investor count went down between filings — FT Vest Hedged Equity Income Fund: Series A2 · Investor count went down between filings — FT Vest Hedged Equity Income Fund: Series B1 · Investor count went down between filings — FT Vest Hedged Equity Income Fund: Series A4 · Investor count went down between filings — Agility Multi-Asset Income Fund · and 2 more

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Oct 16, 2025 ↗Form D/A (later) · Oct 16, 2026 ↗FT Vest Total Return Income Fund: Series A3 — PartnerFacts page ↗Form D/A (earlier) · Aug 7, 2025 ↗
Sources
Note · Oct 16, 2025 – Aug 6, 2026

14 paid sellers are also listed insiders

P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Hedged Equity Income Fund: Series A2 · P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Hedged Equity Income Fund: Series B2 · P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Total Return Income Fund: Series B2 · P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Total Return Income Fund: Series A1 · P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Hedged Equity Income Fund: Series B1 · and 9 more

What this means The same person is listed as running the company and as being paid to sell its securities. Ask how much and on what terms.

Form D/A · Aug 6, 2026 ↗P First Trust Portfolios L.P. — PartnerFacts page ↗FT Vest Hedged Equity Income Fund: Series A2 — PartnerFacts page ↗Form D/A · Jul 31, 2026 ↗
Sources
Note · Jan 1, 2011 – Jul 15, 2022

No amendment in the last 12 months on an offering that may still be open — Corbin Multi-Strategy Fund, LLC (latest filing Jul 15, 2022)

The latest filing for this offering is dated Jul 15, 2022 (first sale Jan 1, 2011). It reports $398,309,648 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Jul 15, 2022 ↗Corbin Multi-Strategy Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 28, 2024 – Jun 27, 2025

Bernadette Murphy is no longer listed on the Jun 27, 2025 amendment — Keystone Private Income Fund

Bernadette Murphy appears on the Jun 28, 2024 Form D/A (executive officer) but not on the Jun 27, 2025 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 · Jun 28, 2024 ↗Form D/A · Jun 27, 2025 ↗Bernadette Murphy — PartnerFacts page ↗Keystone Private Income Fund — PartnerFacts page ↗
Sources
Worth asking · Jul 28, 2022 – Jul 28, 2023

Bernadette Murphy is no longer listed on the Jul 28, 2023 amendment — Agility Multi-Asset Income Fund

Bernadette Murphy appears on the Jul 28, 2022 Form D/A (executive officer) but not on the Jul 28, 2023 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 · Jul 28, 2022 ↗Form D/A · Jul 28, 2023 ↗Bernadette Murphy — PartnerFacts page ↗Agility Multi-Asset Income Fund — PartnerFacts page ↗
Sources
Note · Aug 8, 2024 – Oct 16, 2026

4 issuers changed their reported size band between filings

Reported net asset value range changed between filings — FT Vest Total Return Income Fund: Series A3 · Reported net asset value range changed between filings — FT Vest Hedged Equity Income Fund: Series A3 · Reported net asset value range changed between filings — FT Vest Hedged Equity Income Fund: Series A2 · Reported net asset value range changed between filings — FT Vest Total Return Income Fund: Series A4

What this means The size band is self-reported. Ask for current numbers.

Form D · Oct 18, 2024 ↗Form D/A · Oct 16, 2025 ↗Form D/A · Oct 16, 2026 ↗FT Vest Total Return Income Fund: Series A3 — PartnerFacts page ↗
Sources
Note · Jun 28, 2024 – Jun 27, 2025

Address moved from Milwaukee, WI to Salt Lake City, UT — Keystone Private Income Fund

The people listed on the Jun 28, 2024 filing give Milwaukee, WI; on the Jun 27, 2025 filing they give Salt Lake City, UT. The address now on file (C/O Umb Fund Services, Inc., 235 West Galena Street, Milwaukee, WI) is a registered-agent or shared-office address used by 28 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 · Jun 28, 2024 ↗Form D/A · Jun 27, 2025 ↗Keystone Private Income Fund — PartnerFacts page ↗
Sources
Note · Sep 25, 2018 – Aug 5, 2019

Address moved from Charlotte, NC to Milwaukee, WI — Agility Multi-Asset Income Fund

The people listed on the Sep 25, 2018 filing give Charlotte, NC; on the Aug 5, 2019 filing they give Milwaukee, WI. The address now on file (C/O Umb Fund Services, Inc., 235 West Galena Street, Milwaukee, WI) is a registered-agent or shared-office address used by 28 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 · Sep 25, 2018 ↗Form D/A · Aug 5, 2019 ↗Agility Multi-Asset Income Fund — PartnerFacts page ↗
Sources
Note · Sep 25, 2018 – Jul 18, 2019

Address moved from Charlotte, NC to Milwaukee, WI — Corbin Multi-Strategy Fund, LLC

The people listed on the Sep 25, 2018 filing give Charlotte, NC; on the Jul 18, 2019 filing they give Milwaukee, WI. The address now on file (C/O Umb Fund Services, Inc., 235 West Galena Street, Milwaukee, WI) is a registered-agent or shared-office address used by 28 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 · Sep 25, 2018 ↗Form D/A · Jul 18, 2019 ↗Corbin Multi-Strategy Fund, LLC — PartnerFacts page ↗
Sources
Note · Jul 16, 2021 – Oct 16, 2026

Bernadette Murphy is listed with 2 different address states: PA, WI

PA on 7 filings (Jul 16, 2021 to Jun 28, 2024); WI on 18 filings (Oct 16, 2025 to Oct 16, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D/A · Jul 16, 2021 ↗Form D/A · Oct 16, 2025 ↗
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. As of Oct 24, 2026.

5. Money to insiders

17 of 19 offerings report sales commissions totalling $4,933,931; 0 report finder's fees; 4 report proceeds to related persons totalling $1,961,855. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 16, 2026 D/A
FT Vest Hedged Equity Income Fund: Series A3
File 021-527237
$96,414 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Oct 16, 2026 D/A
FT Vest Total Return Income Fund: Series A3
File 021-527238
$162,823 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Sep 15, 2026 D
Felicitas Income Fund
File 021-597494
$0$0$45,000 (est.)
Annual compensation of Independent Trustees
None listed on this filingEDGAR ↗
Aug 6, 2026 D/A
FT Vest Hedged Equity Income Fund: Series A2
File 021-520926
$515,249 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jul 31, 2026 D/A
FT Vest Hedged Equity Income Fund: Series B2
File 021-553483
$72,426 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jul 31, 2026 D/A
FT Vest Total Return Income Fund: Series B2
File 021-553481
$407,577 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
May 7, 2026 D
FT Vest Total Return Income Fund: Series A1
File 021-583197
$209,572 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
May 5, 2026 D/A
FT Vest Hedged Equity Income Fund: Series B1
File 021-545267
$128,019$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
May 5, 2026 D/A
FT Vest Total Return Income Fund: Series B1
File 021-545269
$370,177$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Feb 4, 2026 D/A
FT Vest Hedged Equity Income Fund: Series A4
File 021-537254
$126,843$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Feb 4, 2026 D/A
FT Vest Total Return Income Fund: Series A4
File 021-537256
$306,286 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jan 28, 2026 D
FT Vest Total Return Income Fund: Series B4
File 021-571490
$498,002 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jan 14, 2026 D
Destiny Alternative Fund
File 021-569998
$0$0$0
The Fund pays each Independent Manager a retainer of $10,000 per fiscal year.
None listed on this filingEDGAR ↗
Nov 26, 2025 D/A
FT Vest Rising Dividend Achievers Total Return Fund
File 021-530652
$177,000 (est.)$0$0
The fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Oct 31, 2025 D
FT Vest Hedged Equity Income Fund: Series B3
File 021-562689
$59,208 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Oct 31, 2025 D
FT Vest Total Return Income Fund: Series B3
File 021-562692
$476,474 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jun 28, 2024 D/A
Keystone Private Income Fund
File 021-369877
$11,500$0$363,442
Trustee and officer fees
Sunbelt Securities BrokerCheck CRD 42180 ↗EDGAR ↗
Jul 28, 2022 D/A
Agility Multi-Asset Income Fund
File 021-147327
$1,024,936 (est.)$0 (est.)$767,084Wells Fargo Advisors, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Jul 15, 2022 D/A
Corbin Multi-Strategy Fund, LLC
File 021-153431
$291,425$0$786,329
Directors' and Officer Fees
Wells Fargo Advisors, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
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 19

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

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series A3

Milwaukee, WI · Oct 16, 2025 → Oct 16, 2026 · 2 filings
  • Oct 16, 2026 · D/A · $14,360,000 sold of Indefinite · 115 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗
  • Oct 16, 2025 · D/A · $14,360,000 sold of Indefinite · 115 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $14.4M from 115 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series A3

Milwaukee, WI · Oct 16, 2025 → Oct 16, 2026 · 2 filings
  • Oct 16, 2026 · D/A · $23,386,962 sold of Indefinite · 165 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗
  • Oct 16, 2025 · D/A · $23,386,962 sold of Indefinite · 166 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $23.4M from 166 investors as of the latest filing. Bernadette 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.

FI
Pooled Investment Fund · group: Ft Vest

Felicitas Income Fund

Milwaukee, WI · Sep 15, 2026
  • Sep 15, 2026 · D · $0 sold of Indefinite · 0 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

No sales reported yet as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series A2

Milwaukee, WI · Aug 6, 2026
  • Aug 6, 2026 · D/A · $72,284,045 sold of Indefinite · 465 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $72.3M from 492 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series B2

Milwaukee, WI · Jul 31, 2026
  • Jul 31, 2026 · D/A · $142,604,195 sold of Indefinite · 814 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $142.6M from 814 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series B2

Milwaukee, WI · Jul 31, 2026
  • Jul 31, 2026 · D/A · $20,638,000 sold of Indefinite · 179 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $20.6M from 179 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series A1

Milwaukee, WI · May 7, 2026
  • May 7, 2026 · D · $75,900,792 sold of Indefinite · 584 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $75.9M from 584 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series B1

Milwaukee, WI · May 5, 2026
  • May 5, 2026 · D/A · $114,840,500 sold of Indefinite · 751 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $114.8M from 751 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series B1

Milwaukee, WI · May 5, 2026
  • May 5, 2026 · D/A · $39,228,000 sold of Indefinite · 210 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $39.2M from 214 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series A4

Milwaukee, WI · Feb 4, 2026
  • Feb 4, 2026 · D/A · $36,108,850 sold of Indefinite · 328 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $38M from 330 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series A4

Milwaukee, WI · Feb 4, 2026
  • Feb 4, 2026 · D/A · $97,497,850 sold of Indefinite · 614 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $97.5M from 614 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series B4

Milwaukee, WI · Jan 28, 2026
  • Jan 28, 2026 · D · $124,500,590 sold of Indefinite · 846 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $124.5M from 846 investors as of the latest filing. Bernadette 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.

DA
Pooled Investment Fund · group: Ft Vest

Destiny Alternative Fund

Milwaukee, WI · Jan 14, 2026
  • Jan 14, 2026 · D · $67,386,506 sold of Indefinite · 132 investors · min. $100,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $67.4M from 132 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Rising Dividend Achievers Total Return Fund

Milwaukee, WI · Nov 26, 2025
  • Nov 26, 2025 · D/A · $49,124,031 sold of Indefinite · 313 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $49.1M from 313 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series B3

Milwaukee, WI · Oct 31, 2025
  • Oct 31, 2025 · D · $119,118,600 sold of Indefinite · 767 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $119.1M from 767 investors as of the latest filing. Bernadette 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series B3

Milwaukee, WI · Oct 31, 2025
  • Oct 31, 2025 · D · $14,802,000 sold of Indefinite · 99 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer) EDGAR ↗

Raised $14.8M from 99 investors as of the latest filing. Bernadette 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.

KP
Pooled Investment Fund · group: Keystone

Keystone Private Income Fund

Milwaukee, WI · Oct 12, 2021 → Jun 28, 2024 · 4 filings
  • Jun 28, 2024 · D/A · $1,323,369,668 sold of Indefinite · 3,737 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer of the Issuer) EDGAR ↗
  • Jun 29, 2023 · D/A · $936,939,378 sold of Indefinite · 2,759 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer of the Issuer) EDGAR ↗
  • Jun 29, 2022 · D/A · $423,017,290 sold of Indefinite · 1,322 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer of the Issuer) EDGAR ↗
  • Oct 12, 2021 · D/A · $159,541,541 sold of Indefinite · 394 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer of the Issuer) EDGAR ↗

Raised $2.19B from 5,627 investors as of the latest filing. Bernadette 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.

AM
Pooled Investment Fund · group: Agility Comprehensive

Agility Multi-Asset Income Fund

Milwaukee, WI · Jul 28, 2022
  • Jul 28, 2022 · D/A · $741,057,644 sold of Indefinite · 554 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer of the Issuer) EDGAR ↗

Raised $742.9M from 2,853 investors as of the latest filing. Bernadette 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.

CM
Pooled Investment Fund · group: Ft Vest

Corbin Multi-Strategy Fund, LLC

Milwaukee, WI · Jul 16, 2021 → Jul 15, 2022 · 2 filings
  • Jul 15, 2022 · D/A · $398,309,648 sold of Indefinite · 377 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer of Issuer) EDGAR ↗
  • Jul 16, 2021 · D/A · $395,435,872 sold of Indefinite · 514 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer of Issuer) EDGAR ↗

Raised $398.3M from 1,576 investors as of the latest filing. Bernadette 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.

People around Bernadette 27

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

PF
Management entity

P First Trust Capital Management L.P.

Promoter · 15 shared filings (15 issuers) · also on 4 other issuers

P First Trust Capital Management L.P. is on 19 issuers in total — a repeat sponsor. Their page lists every one.

PF
Management entity

P First Trust Portfolios L.P.

Promoter · 14 shared filings (14 issuers) · also on 1 other issuer

P First Trust Portfolios L.P. is on 15 issuers in total — a repeat sponsor. Their page lists every one.

PV
Management entity

P Vest Financial, LLC

Promoter · 14 shared filings (14 issuers) · also on 1 other issuer

P Vest Financial, LLC is on 15 issuers in total — a repeat sponsor. Their page lists every one.

KN
Management entity

Keystone National Group, LLC

Promoter · 4 shared filings (1 issuer) · also on 6 other issuers

Keystone National Group, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

FT
Management entity

First Trust Capital Management L.P.

Promoter · 2 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

CC
Management entity

Corbin Capital Partners, L.P.

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

FT
Management entity

First Trust Portfolios L.P.

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

VF
Management entity

Vest Financial, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

PW
Management entity

Perella Weinberg Partners Capital Management, LP

Promoter · 1 shared filing (1 issuer) · also on 11 other issuers

Perella Weinberg Partners Capital Management, LP is on 12 issuers in total — a repeat sponsor. Their page lists every one.

FG
Management entity

Felicitas Global Partners, LLC

Promoter · 1 shared filing (1 issuer) · also on 14 other issuers

Felicitas Global Partners, LLC is on 15 issuers in total — a repeat sponsor. Their page lists every one.

PD
Management entity

P Destiny Wealth Partners, LLC

Promoter · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

DL
No photo found yet (own website and image search run after this page is viewed)
Person

David G Lee

Director · 25 shared filings (19 issuers) · also on 12 other issuers

David G Lee is on 31 issuers in total — a repeat sponsor. Their page lists every one.

GS
No photo found yet (own website and image search run after this page is viewed)
Person

Gary E Shugrue

Director · 25 shared filings (19 issuers) · also on 5 other issuers

Gary E Shugrue is on 24 issuers in total — a repeat sponsor. Their page lists every one.

TG
No photo found yet (own website and image search run after this page is viewed)
Person

Terrance P Gallagher

Director · 25 shared filings (19 issuers) · also on 6 other issuers

Terrance P Gallagher is on 25 issuers in total — a repeat sponsor. Their page lists every one.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Seyferth

Director · 25 shared filings (19 issuers) · also on 9 other issuers

Robert Seyferth is on 28 issuers in total — a repeat sponsor. Their page lists every one.

AM
No photo found yet (own website and image search run after this page is viewed)
Person

Ann Maurer

Executive Officer · 24 shared filings (18 issuers) · also on 4 other issuers

Ann Maurer is on 22 issuers in total — a repeat sponsor. Their page lists every one.

CE
No photo found yet (own website and image search run after this page is viewed)
Person

Chad Eisenberg

Executive Officer · 17 shared filings (15 issuers) · also on 26 other issuers

Chad Eisenberg is on 41 issuers in total — a repeat sponsor. Their page lists every one.

MP
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Peck

Executive Officer · 17 shared filings (15 issuers) · also on 23 other issuers

Michael Peck is on 38 issuers in total — a repeat sponsor. Their page lists every one.

JE
No photo found yet (own website and image search run after this page is viewed)
Person

John Earl

Executive Officer · 4 shared filings (1 issuer) · also on 34 other issuers

John Earl is on 35 issuers in total — a repeat sponsor. Their page lists every one.

BA
No photo found yet (own website and image search run after this page is viewed)
Person

Bradley Allen

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

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

TS
No photo found yet (own website and image search run after this page is viewed)
Person

Tracy McHale Stuart

Executive Officer · 2 shared filings (1 issuer) · also on 32 other issuers

Tracy McHale Stuart is on 33 issuers in total — a repeat sponsor. Their page lists every one.

DF
No photo found yet (own website and image search run after this page is viewed)
Person

Daniel Friedman

Executive Officer · 2 shared filings (1 issuer) · also on 22 other issuers

Daniel Friedman is on 23 issuers in total — a repeat sponsor. Their page lists every one.

SC
No photo found yet (own website and image search run after this page is viewed)
Person

Steve Carlino

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

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

KM
No photo found yet (own website and image search run after this page is viewed)
Person

Kent E. Muckel

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

PA
No photo found yet (own website and image search run after this page is viewed)
Person

Philip W. Alfonsin

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

BC
No photo found yet (own website and image search run after this page is viewed)
Person

Bonar Chhay

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

MA
No photo found yet (own website and image search run after this page is viewed)
Person

Madeline Arment

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Bernadette Murphy. Their page shows their other deals.

The team behind the deals

FV
Sponsor group

Ft Vest

43 issuers · 174 filings · $7.29B reported sold · 2011–2026

One team, 43 deal companies. Bernadette Murphy 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 Bernadette Murphy.

AC
Sponsor group

Agility Comprehensive

3 issuers · 45 filings · $8.1B reported sold · 2009–2026

One team, 3 deal companies. Bernadette Murphy is listed on 1 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 Bernadette Murphy.

K
Sponsor group

Keystone

35 issuers · 131 filings · $4.21B reported sold · 2009–2026

One team, 35 deal companies. Bernadette Murphy is listed on 1 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 Bernadette Murphy.

Same business address

8 other issuers file from the same address

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

Adviser registration (Form ADV)

A person is never an adviser firm. 6 of the 19 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): FT Vest Hedged Equity Income Fund: Series A3, FT Vest Total Return Income Fund: Series A3, Felicitas Income Fund, Keystone Private Income Fund, Agility Multi-Asset Income Fund, Corbin Multi-Strategy Fund, 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 Bernadette Murphy 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 19 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Bernadette Murphy is listed on: none on file. No website or social profile named in Agility Multi-Asset Income Fund's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #94,288 of 374,652 in line (510 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 (Milwaukee, WI). 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) ↗Wisconsin state courts — find the court ↗Pennsylvania UJS portal case search ↗

Securities regulators

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

Business registries

Wisconsin Secretary of State business search ↗Pennsylvania Secretary of State business search ↗OpenCorporates ↗

Change history

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