Sponsor Check › Person
Related person on Form D filings · address state as listed: NY · listed Apr 20, 2022 → Aug 11, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 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.
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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, 11:55 PM ET.
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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, 11:55 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.
4 of 13 offerings report sales commissions totalling $12,683,399; 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 ↗ | Oct 9, 2026 D File 021-600631 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 11, 2026 D/A File 021-339729 | $1,518,781 | $0 | $0 Issuer's confidential offering materials fully discuss management fees. Messrs. Vareika and Francq receive annual fees as independent directors of the Issuer. | Andrews Partners BrokerCheck CRD 36402 ↗ Britehorn Securities BrokerCheck CRD 36402 ↗ via William Tice (CRD 2269464 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Anne Christianson Buchanan (CRD 5519484 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Brian Christopher O'Grady (CRD 4398454 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Adam Wesley Cross (CRD 5420204 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Howard Lawrence Abrahams (CRD 2568374 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Matthew Schref (CRD 4826447 ↗) Britehorn Securities BrokerCheck CRD 36402 ↗ via Kimberley Claire Rosko (CRD 5145620 ↗) |
| EDGAR ↗ | Jul 27, 2026 D/A File 021-517661 | $0 | $0 | $0 | UBS Securities LLC BrokerCheck CRD 7654 ↗ |
| EDGAR ↗ | Jul 13, 2026 D File 021-590491 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 14, 2026 D/A File 021-143118 | $11,117,618 | $0 | $0 (est.) The investment manager is entitled to a management fee. The management fee is fully described in the Issuer's confidential offering materials. | Advance Equities Inc. BrokerCheck CRD 35545 ↗ Conservative Asset Management Inc. BrokerCheck CRD 145700 ↗ Argentus Securities LLC (formerly Summitt) BrokerCheck CRD 45915 ↗ Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗ Evolve Bank and Trust no CRD number reported Feltl and Company, Inc. BrokerCheck CRD 6905 ↗ Gentry Securities LLC BrokerCheck CRD 155142 ↗ Harbor Light Securities, LLC BrokerCheck CRD 130227 ↗ IFS Securities, Inc. BrokerCheck CRD 40375 ↗ Welcome Life Securities, LLC BrokerCheck CRD 142281 ↗ Landolt Securities, Inc. BrokerCheck CRD 28352 ↗ Britehorn Securities BrokerCheck CRD 36402 ↗ Cabot Lodge Securities, LLC BrokerCheck CRD 159712 ↗ |
| EDGAR ↗ | Apr 16, 2026 D/A File 021-282538 | $0 | $0 | $0 Issuer's confidential offering materials fully discuss management fees. Messrs. Vareika and Francq receive annual fees as independent directors of the Issuer. | Britehorn Securities BrokerCheck CRD 36402 ↗ |
| EDGAR ↗ | Apr 14, 2026 D/A File 021-543681 | $0 | $0 | $0 Issuer's confidential offering materials fully discuss fees. | None listed on this filing |
| EDGAR ↗ | Apr 14, 2026 D/A File 021-543799 | $0 | $0 | $0 Issuer's confidential offering materials fully discuss fees. | None listed on this filing |
| EDGAR ↗ | Mar 12, 2026 D/A File 021-540703 | $35,000 (est.) | $0 | $0 Issuer's confidential offering materials fully discuss fees. | iCapital Markets LLC BrokerCheck CRD 118219 ↗ River Wey Capital LLP no CRD number reported |
| EDGAR ↗ | Dec 23, 2025 D File 021-567932 | $12,000 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) Lauren Janian BrokerCheck CRD 7866057 ↗ via A5 Securities LLC (CRD 288410 ↗) |
| EDGAR ↗ | Dec 12, 2025 D/A File 021-566099 | $0 | $0 | $0 Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees, the amount of which cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Dec 12, 2025 D File 021-566696 | $0 | $0 | $0 Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees, the amount of which cannot be estimated at this time. | None listed on this filing |
| EDGAR ↗ | Jan 8, 2025 D File 021-534556 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Obra Life & Annuity Fund, LP group: Obra | Executive Officer CEO OF OBRA CAPITAL, INC. | Oct 9, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $125,571,560 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VIII group: Obra | Executive Officer CEO of Obra Capital, Inc | Aug 11, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,962,763 | 61 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Longevity Rated Feeder Fund, LP group: Obra | Executive Officer CEO of Obra Capital, Inc. | Jul 27, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $294,000,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra CL Investments LLC group: Obra | Executive Officer CEO of Obra Capital, Inc. | Jul 13, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $167,391,942 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Insurance Fund, LP group: Obra | Executive Officer CEO of Obra Capital, Inc. | May 14, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,601,969,185 | 4927 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VII group: Obra | Executive Officer CEO of Obra Capital, Inc. | Apr 16, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $613,091,939 | 273 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Diversified Alternative Income Fund, LP group: Obra | Executive Officer Mr. Wallace is the President and Chief Executive Officer of the Investment Manager to the Issuer and its parent Obra Capital, Inc. | Apr 14, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $79,000,000 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Diversified Alternative Income Cayman, LP group: Obra | Executive Officer Mr. Wallace is the President and Chief Executive Officer of the Investment Manager to the Issuer and its parent Obra Capital, Inc. | Apr 14, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,643,086 | 2 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Real Estate Income Fund, LP group: Obra | Executive Officer Mr. Wallace is the President and Chief Executive Officer of the Investment Manager to the Issuer and its Parent Obra Capital, Inc. | Mar 12, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $15,832,250 | 14 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra REIF REIT, LLC group: Obra | Director Director of the Issuer. | Dec 23, 2025 | D | $125,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Clif Opportunity Fund III, LLC group: Obra | Executive Officer CEO of Obra Capital, Inc., the managing member of the Manager. | Dec 12, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,750,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Clif Feeder 2025-1, LLC group: Obra | Executive Officer CEO of Obra Capital, Inc., the managing member of the Manager. | Dec 12, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $52,750,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Clif Opportunity Fund III, LLC group: Obra | Executive Officer CEO of Obra Capital, Inc., the managing member of the Manager. | Dec 8, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $17,750,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VIII group: Obra | Executive Officer CEO of Obra Capital, Inc | Aug 15, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,962,763 | 61 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Longevity Rated Feeder Fund, LP group: Obra | Executive Officer CEO of Obra Capital, Inc. | Jul 1, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $294,000,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Insurance Fund, LP group: Obra | Executive Officer CEO of Obra Capital, Inc. | May 16, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,601,969,185 | 4927 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Diversified Alternative Income Fund, LP group: Obra | Executive Officer Mr. Wallace is the President and Chief Executive Officer of the Investment Manager to the Issuer and its parent Obra Capital, Inc. | Apr 15, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Diversified Alternative Income Cayman, LP group: Obra | Executive Officer Mr. Wallace is the President and Chief Executive Officer of the Investment Manager to the Issuer and its parent Obra Capital, Inc. | Apr 14, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $7,500,000 | 1 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VII group: Obra | Promoter CEO of Obra Capital, Inc. | Apr 3, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $590,018,416 | 225 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Real Estate Income Fund, LP group: Obra | Executive Officer Mr. Wallace is the President and Chief Executive Officer of the Investment Manager to the Issuer and its Parent Obra Capital, Inc. | Mar 12, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $14,125,000 | 11 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Longevity NRF, LP group: Obra | Executive Officer CEO of Obra Capital, Inc. | Jan 8, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $160,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VIII group: Obra | Promoter CEO of Obra Capital, Inc | Aug 15, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,962,763 | 62 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Longevity Rated Feeder Fund, LP group: Obra | Executive Officer CEO of Obra Capital, Inc. | Jul 2, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $294,000,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Insurance Fund, LP group: Obra | Executive Officer CEO of Obra Capital, Inc. | May 17, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,091,929,185 | 4925 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VII group: Obra | Promoter CEO of Obra Capital, Inc. | Apr 9, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $590,018,416 | 225 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VIII group: Obra | Promoter CEO of Obra Capital, Inc | Aug 16, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,962,763 | 61 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Insurance Fund, LP group: Obra | Executive Officer Mr. Wallace is the Chief Executive Officer of Obra Capital, Inc. which wholly-owns Obra Capital Management, LLC (the registered investment adviser), which is the sole member of Vida Management I, LLC, the GP of the Issuer. | May 17, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,090,454,185 | 4919 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VII group: Obra | Promoter CEO of Obra Capital, Inc. | Apr 20, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $590,018,416 | 225 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VIII group: Obra | Promoter CEO of Vida Capital, Inc | Aug 16, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,962,763 | 61 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Obra Insurance Fund, LP group: Obra | Executive Officer Ms. Wallace is the Chief Executive Officer of Vida Capital, Inc. which wholly-owns Vida Capital Management, LLC (the registered investment adviser), which is the sole member of Vida Management I, LLC, the GP of the Issuer. | May 17, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,090,454,185 | 4917 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Life Assets Trust S.A. - Compartment VII group: Obra | Promoter CEO of Vida Capital, Inc | Apr 20, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $590,018,416 | 225 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
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); 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 Blair H. Wallace. Source: the EDGAR rows in the table above.
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.
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